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 5-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 | $9,931 | $99,877-90.1% | $84,966-88.3% | $145,922-93.2% |
| Participation rate | 17.6% | 74.1%-56.4pp | 67.5%-49.9pp | 80.3%-62.6pp |
| Annual return | 18.60% | 83.76%-65.2pp | 66.38%-47.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,456 | $5,291-72.5% | $4,519-67.8% | $6,688-78.2% |
| Admin fee / account holder | $7,815 | $7,248+7.8% | $6,149+27.1% | $13,397-41.7% |