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 9-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 | $32,305 | $60,124-46.3% | $90,404-64.3% | $79,858-59.5% |
| Participation rate | 47.5% | 65.0%-17.5pp | 72.7%-25.2pp | 69.6%-22.1pp |
| Annual return | 17.71% | 71.94%-54.2pp | 1293.02%-1275.3pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,328 | $2,938-20.8% | $3,963-41.3% | $3,740-37.8% |
| Admin fee / account holder | $1,289 | $3,976-67.6% | $5,611-77.0% | $5,306-75.7% |