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 | $59,308 | $142,405-58.4% | $115,157-48.5% | $152,861-61.2% |
| Participation rate | 20.0% | 82.4%-62.4pp | 75.9%-55.9pp | 82.4%-62.4pp |
| Annual return | 101.32% | 41.48%+59.8pp | 35.60%+65.7pp | 345.32%-244.0pp |
| Employer contribution / active EE | $0 | $4,010-100.0% | $3,179-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,200 | $5,164+97.5% | $4,168+144.7% | $5,850+74.4% |
| Admin fee / account holder | $2,891 | $8,462-65.8% | $7,088-59.2% | $11,596-75.1% |