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 | $76,010 | $73,515+3.4% | $62,995+20.7% | $147,584-48.5% |
| Participation rate | 13.3% | 77.9%-64.5pp | 74.8%-61.5pp | 82.8%-69.5pp |
| Annual return | 11.01% | 175.43%-164.4pp | 87.57%-76.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,248 | $4,185-70.2% | $3,329-62.5% | $5,439-77.1% |
| Admin fee / account holder | $301 | $5,953-95.0% | $3,600-91.6% | $10,885-97.2% |