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 | $23,258 | $63,861-63.6% | $104,607-77.8% | $79,858-70.9% |
| Participation rate | 47.5% | 64.9%-17.4pp | 74.1%-26.6pp | 69.6%-22.1pp |
| Annual return | 123.62% | 21.30%+102.3pp | 340.46%-216.8pp | 31.71%+91.9pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,242 | $2,693-16.8% | $3,740-40.1% | $3,740-40.1% |
| Admin fee / account holder | $2,433 | $4,185-41.9% | $6,473-62.4% | $5,306-54.1% |