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 5-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 | $30,098 | $83,902-64.1% | $167,512-82.0% | $84,808-64.5% |
| Participation rate | 48.0% | 66.5%-18.5pp | 77.1%-29.1pp | 68.3%-20.3pp |
| Annual return | 13.72% | 91.55%-77.8pp | 1615.79%-1602.1pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,159 | $4,442-28.9% | $6,405-50.7% | $4,212-25.0% |
| Admin fee / account holder | $5,049 | $7,915-36.2% | $9,769-48.3% | $7,344-31.3% |