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 8-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 | $14,295 | $65,409-78.1% | $98,442-85.5% | $85,850-83.3% |
| Participation rate | 40.7% | 65.0%-24.3pp | 73.3%-32.6pp | 69.3%-28.6pp |
| Annual return | 34.85% | 21.76%+13.1pp | 1492.73%-1457.9pp | 318.53%-283.7pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,510 | $3,166-52.3% | $4,276-64.7% | $3,952-61.8% |
| Admin fee / account holder | $1,172 | $4,593-74.5% | $5,949-80.3% | $6,260-81.3% |