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 | $24,538 | $100,852-75.7% | $90,404-72.9% | $158,922-84.6% |
| Participation rate | 52.9% | 75.0%-22.1pp | 72.7%-19.7pp | 82.0%-29.0pp |
| Annual return | 16.34% | 1724.20%-1707.9pp | 1293.02%-1276.7pp | 302.83%-286.5pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,592 | $4,348-63.4% | $3,963-59.8% | $5,982-73.4% |
| Admin fee / account holder | $2,059 | $6,501-68.3% | $5,611-63.3% | $11,246-81.7% |