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 | $70,321 | $102,966-31.7% | $90,281-22.1% | $152,861-54.0% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.4%-49.1pp |
| Annual return | 13.89% | 95.16%-81.3pp | 78.10%-64.2pp | 345.32%-331.4pp |
| Employer contribution / active EE | $463 | $3,139-85.2% | $2,854-83.8% | $4,762-90.3% |
| Participant deferral / active EE | $970 | $4,281-77.4% | $3,885-75.0% | $5,850-83.4% |
| Admin fee / account holder | $81,453 | $6,171+1220.0% | $5,351+1422.1% | $11,596+602.4% |