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 10-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 | $52,965 | $48,230+9.8% | $67,502-21.5% | $80,856-34.5% |
| Participation rate | 17.8% | 66.4%-48.6pp | 72.9%-55.1pp | 67.6%-49.9pp |
| Annual return | 12.17% | 18.28%-6.1pp | 3512.12%-3500.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,633 | $2,924-44.2% | $4,000-59.2% | $4,296-62.0% |
| Admin fee / account holder | $17,966 | $3,681+388.1% | $3,998+349.4% | $6,918+159.7% |