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 | $83,902-13.9% | $167,512-56.9% | $84,808-14.8% |
| Participation rate | 32.4% | 66.5%-34.1pp | 77.1%-44.7pp | 68.3%-36.0pp |
| Annual return | 18.32% | 91.55%-73.2pp | 1615.79%-1597.5pp | 40.90%-22.6pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,990 | $4,442+34.8% | $6,405-6.5% | $4,212+42.2% |
| Admin fee / account holder | $1,209 | $7,915-84.7% | $9,769-87.6% | $7,344-83.5% |