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 10-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 | $26,334 | $48,274-45.4% | $63,517-58.5% | $59,632-55.8% |
| Participation rate | 23.1% | 66.3%-43.2pp | 71.0%-48.0pp | 68.7%-45.6pp |
| Annual return | 3.98% | -240.79%+244.8pp | -70.30%+74.3pp | 2041.28%-2037.3pp |
| Employer contribution / active EE | $0 | $1,586-100.0% | $2,322-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,172 | $2,343-50.0% | $2,953-60.3% | $3,192-63.3% |
| Admin fee / account holder | $1,308 | $3,600-63.7% | $5,892-77.8% | $4,297-69.6% |