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 | $55,590 | $133,922-58.5% | $116,228-52.2% | $142,382-61.0% |
| Participation rate | 43.8% | 77.9%-34.1pp | 74.6%-30.8pp | 80.1%-36.4pp |
| Annual return | 13.12% | 147.76%-134.6pp | 90.06%-76.9pp | 217.08%-204.0pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,063 | $5,672-63.6% | $4,953-58.4% | $6,507-68.3% |
| Admin fee / account holder | $76,369 | $14,945+411.0% | $11,989+537.0% | $12,624+505.0% |