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 10-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 | $25,800 | $65,409-60.6% | $98,442-73.8% | $85,850-69.9% |
| Participation rate | 51.2% | 65.0%-13.8pp | 73.3%-22.1pp | 69.3%-18.1pp |
| Annual return | 11.84% | 21.76%-9.9pp | 1492.73%-1480.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,886 | $3,166+54.3% | $4,276+14.3% | $3,952+23.6% |
| Admin fee / account holder | $4,729 | $4,593+3.0% | $5,949-20.5% | $6,260-24.5% |