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 | $17,274 | $105,998-83.7% | $92,233-81.3% | $147,584-88.3% |
| Participation rate | 15.0% | 80.4%-65.4pp | 76.5%-61.5pp | 82.8%-67.8pp |
| Annual return | 12.75% | 50.05%-37.3pp | 176.28%-163.5pp | 578.55%-565.8pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,740 | $4,478-61.1% | $3,897-55.4% | $5,439-68.0% |
| Admin fee / account holder | $379,526 | $6,332+5893.5% | $5,194+7207.7% | $10,885+3386.6% |