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 | $45,372 | $102,317-55.7% | $146,958-69.1% | $80,856-43.9% |
| Participation rate | 19.0% | 75.8%-56.8pp | 82.2%-63.1pp | 67.6%-48.6pp |
| Annual return | 14.45% | 134.76%-120.3pp | 418.34%-403.9pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,836 | $6,644-42.3% | $8,070-52.5% | $4,296-10.7% |
| Admin fee / account holder | $25,547 | $7,941+221.7% | $12,998+96.5% | $6,918+269.3% |