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 10-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 | $52,721 | $83,902-37.2% | $167,512-68.5% | $84,808-37.8% |
| Participation rate | 23.4% | 66.5%-43.1pp | 77.1%-53.7pp | 68.3%-44.9pp |
| Annual return | 14.75% | 91.55%-76.8pp | 1615.79%-1601.0pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,752 | $4,442-60.6% | $6,405-72.6% | $4,212-58.4% |
| Admin fee / account holder | $1,043 | $7,915-86.8% | $9,769-89.3% | $7,344-85.8% |