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 7-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 | $14,798 | $76,000-80.5% | $154,107-90.4% | $64,186-76.9% |
| Participation rate | 58.6% | 70.4%-11.8pp | 83.0%-24.4pp | 69.6%-10.9pp |
| Annual return | 12.18% | 30.32%-18.1pp | 735.12%-722.9pp | 7.63%+4.5pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,776 | $3,175-44.1% | $5,081-65.0% | $3,470-48.8% |
| Admin fee / account holder | $811 | $5,596-85.5% | $13,411-94.0% | $4,888-83.4% |