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 | $33,259 | $49,173-32.4% | $121,098-72.5% | $75,163-55.8% |
| Participation rate | 35.5% | 55.4%-19.9pp | 69.5%-34.0pp | 67.2%-31.7pp |
| Annual return | 22.58% | 55.99%-33.4pp | 985.75%-963.2pp | 160.62%-138.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,164-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,931 | $2,628+11.5% | $4,080-28.2% | $4,125-28.9% |
| Admin fee / account holder | $621 | $3,942-84.2% | $5,644-89.0% | $5,651-89.0% |