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 | $32,025 | $55,415-42.2% | $155,509-79.4% | $74,495-57.0% |
| Participation rate | 17.1% | 61.9%-44.8pp | 78.2%-61.1pp | 67.2%-50.1pp |
| Annual return | 16.77% | 268.50%-251.7pp | 64.67%-47.9pp | 1364.94%-1348.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,979 | $2,836-30.2% | $5,626-64.8% | $4,346-54.5% |
| Admin fee / account holder | $4,539 | $1,738+161.1% | $15,912-71.5% | $1,942+133.8% |