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 | $29,294 | $58,694-50.1% | $142,863-79.5% | $85,850-65.9% |
| Participation rate | 27.6% | 58.5%-30.8pp | 71.9%-44.3pp | 69.3%-41.7pp |
| Annual return | 19.40% | 27.72%-8.3pp | 5637.54%-5618.1pp | 318.53%-299.1pp |
| Employer contribution / active EE | $0 | $1,423-100.0% | $4,144-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,477 | $2,607-43.4% | $3,837-61.5% | $3,952-62.6% |
| Admin fee / account holder | $2,662 | $4,239-37.2% | $6,560-59.4% | $6,260-57.5% |