See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,034 | $133,922-68.6% | $116,228-63.8% | $142,382-70.5% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.6%-74.6pp | 80.1%-80.1pp |
| Annual return | 11.52% | 147.76%-136.2pp | 90.06%-78.5pp | 217.08%-205.6pp |
| Employer contribution / active EE | $1,786 | $3,446-48.2% | $2,994-40.3% | $4,299-58.4% |
| Participant deferral / active EE | $3,868 | $5,672-31.8% | $4,953-21.9% | $6,507-40.6% |
| Admin fee / account holder | $45,748 | $14,945+206.1% | $11,989+281.6% | $12,624+262.4% |