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 | $28,184 | $51,576-45.4% | $129,207-78.2% | $80,856-65.1% |
| Participation rate | 19.6% | 57.0%-37.3pp | 69.6%-50.0pp | 67.6%-48.0pp |
| Annual return | 19.89% | 20.81%-0.9pp | 9417.33%-9397.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,400 | $2,669-47.5% | $4,168-66.4% | $4,296-67.4% |
| Admin fee / account holder | $4,967 | $4,305+15.4% | $7,715-35.6% | $6,918-28.2% |