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 | $72,216 | $80,812-10.6% | $160,784-55.1% | $82,448-12.4% |
| Participation rate | 32.4% | 66.2%-33.9pp | 77.0%-44.6pp | 68.1%-35.7pp |
| Annual return | 18.32% | 100.59%-82.3pp | 1803.92%-1785.6pp | 41.64%-23.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,990 | $4,335+38.2% | $6,293-4.8% | $4,139+44.7% |
| Admin fee / account holder | $1,209 | $7,695-84.3% | $9,717-87.6% | $7,234-83.3% |