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 7-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 | $20,245 | $67,823-70.1% | $52,425-61.4% | $137,256-85.2% |
| Participation rate | 21.4% | 63.9%-42.5pp | 55.6%-34.2pp | 80.0%-58.5pp |
| Annual return | 15.64% | 219.11%-203.5pp | 302.12%-286.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,658 | $2,288+103.6% | $1,790+160.2% | $6,407-27.3% |
| Admin fee / account holder | $70,320 | $2,844+2372.4% | $2,495+2718.6% | $12,270+473.1% |