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 | $54,042 | $60,124-10.1% | $90,404-40.2% | $79,858-32.3% |
| Participation rate | 15.4% | 65.0%-49.6pp | 72.7%-57.3pp | 69.6%-54.2pp |
| Annual return | 16.80% | 71.94%-55.1pp | 1293.02%-1276.2pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $795 | $2,938-72.9% | $3,963-79.9% | $3,740-78.7% |
| Admin fee / account holder | $29,165 | $3,976+633.4% | $5,611+419.8% | $5,306+449.6% |