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 8-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 | $38,965 | $98,750-60.5% | $149,696-74.0% | $79,858-51.2% |
| Participation rate | 57.7% | 75.8%-18.1pp | 82.5%-24.8pp | 69.6%-11.9pp |
| Annual return | 22.28% | 27.43%-5.1pp | 276.60%-254.3pp | 31.71%-9.4pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,586 | $5,680+68.8% | $6,842+40.1% | $3,740+156.3% |
| Admin fee / account holder | $984 | $6,053-83.7% | $9,309-89.4% | $5,306-81.5% |