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 | $36,637 | $54,701-33.0% | $86,188-57.5% | $71,457-48.7% |
| Participation rate | 55.2% | 60.1%-4.9pp | 69.0%-13.8pp | 67.9%-12.7pp |
| Annual return | 20.14% | 20.06%+0.1pp | 1168.45%-1148.3pp | 28.85%-8.7pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,797 | $3,108+54.3% | $3,985+20.4% | $4,289+11.9% |
| Admin fee / account holder | $2,574 | $1,922+33.9% | $6,852-62.4% | $1,587+62.1% |