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 | $42,947 | $60,124-28.6% | $90,404-52.5% | $79,858-46.2% |
| Participation rate | 11.1% | 65.0%-53.9pp | 72.7%-61.6pp | 69.6%-58.5pp |
| Annual return | 12.59% | 71.94%-59.4pp | 1293.02%-1280.4pp | 31.71%-19.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,402 | $2,938-52.3% | $3,963-64.6% | $3,740-62.5% |
| Admin fee / account holder | $14,424 | $3,976+262.7% | $5,611+157.1% | $5,306+171.8% |