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 | $132,634-58.1% | $115,768-52.0% | $137,256-59.5% |
| Participation rate | 43.8% | 77.9%-34.1pp | 74.4%-30.6pp | 80.0%-36.2pp |
| Annual return | 13.12% | 160.70%-147.6pp | 100.46%-87.3pp | 220.34%-207.2pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,063 | $5,619-63.3% | $4,917-58.0% | $6,407-67.8% |
| Admin fee / account holder | $76,369 | $15,028+408.2% | $12,439+513.9% | $12,270+522.4% |