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 | $29,622 | $65,409-54.7% | $98,442-69.9% | $85,850-65.5% |
| Participation rate | 51.6% | 65.0%-13.4pp | 73.3%-21.7pp | 69.3%-17.7pp |
| Annual return | 40.53% | 21.76%+18.8pp | 1492.73%-1452.2pp | 318.53%-278.0pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,135 | $3,166-64.2% | $4,276-73.5% | $3,952-71.3% |
| Admin fee / account holder | $4,352 | $4,593-5.2% | $5,949-26.8% | $6,260-30.5% |