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 9-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 | $55,396 | $58,694-5.6% | $142,863-61.2% | $85,850-35.5% |
| Participation rate | 15.1% | 58.5%-43.4pp | 71.9%-56.8pp | 69.3%-54.2pp |
| Annual return | 13.47% | 27.72%-14.3pp | 5637.54%-5624.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,131 | $2,607-56.6% | $3,837-70.5% | $3,952-71.4% |
| Admin fee / account holder | $5,797 | $4,239+36.7% | $6,560-11.6% | $6,260-7.4% |