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 | $108,530 | $152,460-28.8% | $118,746-8.6% | $147,584-26.5% |
| Participation rate | 41.7% | 82.3%-40.6pp | 78.3%-36.6pp | 82.8%-41.2pp |
| Annual return | 8.97% | 17.41%-8.4pp | 24.54%-15.6pp | 578.55%-569.6pp |
| Employer contribution / active EE | $0 | $5,046-100.0% | $4,193-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,904 | $6,212-37.2% | $5,332-26.8% | $5,439-28.2% |
| Admin fee / account holder | $20,419 | $16,953+20.4% | $10,720+90.5% | $10,885+87.6% |