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 | $52,642 | $150,187-64.9% | $120,354-56.3% | $145,922-63.9% |
| Participation rate | 47.1% | 78.8%-31.7pp | 71.9%-24.8pp | 80.3%-33.2pp |
| Annual return | 10.45% | 154.07%-143.6pp | 107.15%-96.7pp | 561.29%-550.8pp |
| Employer contribution / active EE | $0 | $4,348-100.0% | $3,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,440 | $6,173-76.7% | $4,991-71.2% | $6,688-78.5% |
| Admin fee / account holder | $266,797 | $12,207+2085.6% | $9,423+2731.4% | $13,397+1891.5% |