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 | $41,791 | $60,261-30.7% | $81,783-48.9% | $74,546-43.9% |
| Participation rate | 51.7% | 62.9%-11.1pp | 72.4%-20.6pp | 67.2%-15.5pp |
| Annual return | 12.15% | 16.88%-4.7pp | 775.05%-762.9pp | 1366.03%-1353.9pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,688 | $3,388-50.2% | $4,320-60.9% | $4,347-61.2% |
| Admin fee / account holder | $2,314 | $1,482+56.1% | $7,380-68.6% | $1,944+19.0% |