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 6-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 | $24,316 | $105,181-76.9% | $159,436-84.7% | $85,850-71.7% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.8%-22.8pp | 69.3%-9.3pp |
| Annual return | 21.41% | 45.07%-23.7pp | 263.57%-242.2pp | 318.53%-297.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,245 | $5,945-11.8% | $7,352-28.7% | $3,952+32.7% |
| Admin fee / account holder | $497 | $6,933-92.8% | $10,799-95.4% | $6,260-92.1% |