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 6-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 | $34,195 | $80,812-57.7% | $160,784-78.7% | $82,448-58.5% |
| Participation rate | 27.5% | 66.2%-38.7pp | 77.0%-49.5pp | 68.1%-40.6pp |
| Annual return | 45.45% | 100.59%-55.1pp | 1803.92%-1758.5pp | 41.64%+3.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,807 | $4,335-35.3% | $6,293-55.4% | $4,139-32.2% |
| Admin fee / account holder | $2,326 | $7,695-69.8% | $9,717-76.1% | $7,234-67.8% |