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 7-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 | $33,666 | $58,927-42.9% | $76,817-56.2% | $72,985-53.9% |
| Participation rate | 46.7% | 67.3%-20.7pp | 72.1%-25.4pp | 69.5%-22.8pp |
| Annual return | 62.72% | 2305.64%-2242.9pp | 1166.11%-1103.4pp | 81.00%-18.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,205 | $2,690+56.3% | $3,336+26.0% | $3,607+16.6% |
| Admin fee / account holder | $465 | $4,013-88.4% | $6,420-92.8% | $5,124-90.9% |