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 | $51,163 | $54,701-6.5% | $86,188-40.6% | $71,457-28.4% |
| Participation rate | 26.6% | 60.1%-33.5pp | 69.0%-42.4pp | 67.9%-41.3pp |
| Annual return | 15.12% | 20.06%-4.9pp | 1168.45%-1153.3pp | 28.85%-13.7pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,842 | $3,108-40.7% | $3,985-53.8% | $4,289-57.0% |
| Admin fee / account holder | $4,742 | $1,922+146.8% | $6,852-30.8% | $1,587+198.7% |