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 | $17,401 | $90,348-80.7% | $75,972-77.1% | $145,922-88.1% |
| Participation rate | 54.5% | 74.5%-19.9pp | 69.1%-14.5pp | 80.3%-25.7pp |
| Annual return | 11.50% | 620.88%-609.4pp | 359.55%-348.0pp | 561.29%-549.8pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,016 | $5,162-41.6% | $4,255-29.1% | $6,688-54.9% |
| Admin fee / account holder | $530 | $8,467-93.7% | $6,467-91.8% | $13,397-96.0% |