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 9-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 | $25,793 | $47,977-46.2% | $154,107-83.3% | $56,287-54.2% |
| Participation rate | 24.1% | 66.2%-42.1pp | 83.0%-58.9pp | 69.9%-45.8pp |
| Annual return | 54.95% | 3.54%+51.4pp | 735.12%-680.2pp | -9.96%+64.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,156 | $2,392-9.9% | $5,081-57.6% | $3,350-35.6% |
| Admin fee / account holder | $1,297 | $438+195.9% | $13,411-90.3% | $521+148.9% |