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 | $38,250 | $109,817-65.2% | $98,442-61.1% | $167,490-77.2% |
| Participation rate | 58.3% | 75.8%-17.5pp | 73.3%-15.0pp | 82.1%-23.8pp |
| Annual return | 10.13% | 1956.69%-1946.6pp | 1492.73%-1482.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $1,491 | $3,224-53.7% | $2,960-49.6% | $4,837-69.2% |
| Participant deferral / active EE | $2,558 | $4,673-45.3% | $4,276-40.2% | $6,341-59.7% |
| Admin fee / account holder | $54,593 | $6,753+708.5% | $5,949+817.6% | $12,309+343.5% |