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 9-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 | $41,226 | $62,127-33.6% | $81,382-49.3% | $74,495-44.7% |
| Participation rate | 20.3% | 64.0%-43.7pp | 69.5%-49.2pp | 67.2%-46.9pp |
| Annual return | 67.00% | 16.48%+50.5pp | 24.73%+42.3pp | 1364.94%-1297.9pp |
| Employer contribution / active EE | $0 | $1,882-100.0% | $2,463-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,939 | $3,229-40.0% | $3,883-50.1% | $4,346-55.4% |
| Admin fee / account holder | $5,100 | $1,934+163.6% | $5,768-11.6% | $1,942+162.7% |