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 | $46,329 | $57,281-19.1% | $86,612-46.5% | $75,163-38.4% |
| Participation rate | 38.9% | 63.2%-24.3pp | 71.7%-32.8pp | 67.2%-28.3pp |
| Annual return | 21.20% | 2670.75%-2649.6pp | 591.07%-569.9pp | 160.62%-139.4pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,027 | $3,318-69.1% | $4,438-76.9% | $4,125-75.1% |
| Admin fee / account holder | $1,852 | $4,112-55.0% | $5,614-67.0% | $5,651-67.2% |