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 | $28,310 | $55,415-48.9% | $155,509-81.8% | $74,495-62.0% |
| Participation rate | 21.5% | 61.9%-40.4pp | 78.2%-56.7pp | 67.2%-45.7pp |
| Annual return | 17.71% | 268.50%-250.8pp | 64.67%-47.0pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $824 | $2,836-70.9% | $5,626-85.3% | $4,346-81.0% |
| Admin fee / account holder | $2,050 | $1,738+17.9% | $15,912-87.1% | $1,942+5.6% |