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 3-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 | $63,716 | $77,899-18.2% | $149,673-57.4% | $75,163-15.2% |
| Participation rate | 51.8% | 65.6%-13.8pp | 78.8%-27.0pp | 67.2%-15.4pp |
| Annual return | 98.95% | 31.72%+67.2pp | 134.42%-35.5pp | 160.62%-61.7pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,986 | $3,411-41.8% | $5,680-65.0% | $4,125-51.8% |
| Admin fee / account holder | $2,971 | $5,956-50.1% | $13,210-77.5% | $5,651-47.4% |