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 | $30,283 | $49,922-39.3% | $80,569-62.4% | $75,163-59.7% |
| Participation rate | 43.9% | 55.3%-11.4pp | 67.0%-23.1pp | 67.2%-23.3pp |
| Annual return | 15.19% | 34.69%-19.5pp | 935.43%-920.2pp | 160.62%-145.4pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,535 | $2,990-15.2% | $4,447-43.0% | $4,125-38.5% |
| Admin fee / account holder | $1,432 | $3,577-60.0% | $5,377-73.4% | $5,651-74.7% |