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 9-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 | $28,723 | $65,409-56.1% | $98,442-70.8% | $85,850-66.5% |
| Participation rate | 37.2% | 65.0%-27.8pp | 73.3%-36.1pp | 69.3%-32.1pp |
| Annual return | 16.35% | 21.76%-5.4pp | 1492.73%-1476.4pp | 318.53%-302.2pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,811 | $3,166-42.8% | $4,276-57.6% | $3,952-54.2% |
| Admin fee / account holder | $2,844 | $4,593-38.1% | $5,949-52.2% | $6,260-54.6% |