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 | $27,426 | $102,604-73.3% | $86,188-68.2% | $139,434-80.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 23.10% | 1922.51%-1899.4pp | 1168.45%-1145.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $873 | $3,032-71.2% | $2,380-63.3% | $4,751-81.6% |
| Participant deferral / active EE | $1,642 | $4,676-64.9% | $3,985-58.8% | $6,710-75.5% |
| Admin fee / account holder | $188,878 | $8,657+2081.9% | $6,852+2656.7% | $11,403+1556.5% |