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 6-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 | $36,562 | $45,152-19.0% | $73,843-50.5% | $59,632-38.7% |
| Participation rate | 60.7% | 64.0%-3.3pp | 73.4%-12.7pp | 68.7%-8.0pp |
| Annual return | 0.92% | 27.40%-26.5pp | 2267.84%-2266.9pp | 2041.28%-2040.4pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,721 | $2,574+5.7% | $3,583-24.1% | $3,192-14.8% |
| Admin fee / account holder | $4,915 | $3,516+39.8% | $4,880+0.7% | $4,297+14.4% |