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 | $47,656 | $99,079-51.9% | $77,999-38.9% | $273,961-82.6% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.5%-15.5pp | 83.0%-23.0pp |
| Annual return | 10.24% | 217.93%-207.7pp | 425.96%-415.7pp | 41.45%-31.2pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,815 | $4,306-57.8% | $3,497-48.1% | $5,287-65.7% |
| Admin fee / account holder | $2,181 | $8,954-75.6% | $5,480-60.2% | $10,132-78.5% |