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 | $18,055 | $49,922-63.8% | $80,569-77.6% | $75,163-76.0% |
| Participation rate | 10.2% | 55.3%-45.1pp | 67.0%-56.8pp | 67.2%-57.0pp |
| Annual return | 14.20% | 34.69%-20.5pp | 935.43%-921.2pp | 160.62%-146.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $792 | $2,990-73.5% | $4,447-82.2% | $4,125-80.8% |
| Admin fee / account holder | $681 | $3,577-81.0% | $5,377-87.3% | $5,651-88.0% |