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 | $37,450 | $65,409-42.7% | $98,442-62.0% | $85,850-56.4% |
| Participation rate | 17.2% | 65.0%-47.8pp | 73.3%-56.1pp | 69.3%-52.1pp |
| Annual return | 15.92% | 21.76%-5.8pp | 1492.73%-1476.8pp | 318.53%-302.6pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,854 | $3,166-41.4% | $4,276-56.6% | $3,952-53.1% |
| Admin fee / account holder | $15,029 | $4,593+227.3% | $5,949+152.6% | $6,260+140.1% |