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 7-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 | $58,171 | $102,317-43.1% | $146,958-60.4% | $80,856-28.1% |
| Participation rate | 68.9% | 75.8%-6.9pp | 82.2%-13.3pp | 67.6%+1.3pp |
| Annual return | 12.34% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,820 | $6,644+17.7% | $8,070-3.1% | $4,296+82.0% |
| Admin fee / account holder | $23,408 | $7,941+194.8% | $12,998+80.1% | $6,918+238.4% |