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 | $25,301 | $84,487-70.1% | $125,339-79.8% | $66,914-62.2% |
| Participation rate | 64.0% | 76.4%-12.4pp | 82.4%-18.4pp | 69.8%-5.8pp |
| Annual return | 14.90% | -8.39%+23.3pp | 572.05%-557.2pp | 1.58%+13.3pp |
| Employer contribution / active EE | $0 | $3,553-100.0% | $4,814-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $8,848 | $6,781+30.5% | $7,446+18.8% | $4,237+108.8% |
| Admin fee / account holder | $605 | $685-11.7% | $10,010-94.0% | $593+2.0% |