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 | $24,829 | $49,922-50.3% | $80,569-69.2% | $75,163-67.0% |
| Participation rate | 0.0% | 55.3%-55.3pp | 67.0%-67.0pp | 67.2%-67.2pp |
| Annual return | 20.44% | 34.69%-14.2pp | 935.43%-915.0pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,192 | $1,698-29.8% | $2,723-56.2% | $2,670-55.3% |
| Participant deferral / active EE | $1,959 | $2,990-34.5% | $4,447-55.9% | $4,125-52.5% |
| Admin fee / account holder | $1,687 | $3,577-52.9% | $5,377-68.6% | $5,651-70.2% |