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 | $77,112 | $104,907-26.5% | $84,611-8.9% | $152,861-49.6% |
| Participation rate | 15.4% | 74.8%-59.4pp | 68.2%-52.8pp | 82.4%-67.1pp |
| Annual return | 14.86% | 373.79%-358.9pp | 258.74%-243.9pp | 345.32%-330.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,127 | $4,688-54.6% | $3,899-45.4% | $5,850-63.6% |
| Admin fee / account holder | $252,034 | $6,241+3938.5% | $4,912+5030.7% | $11,596+2073.4% |