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 8-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 | $36,055 | $38,365-6.0% | $84,611-57.4% | $65,185-44.7% |
| Participation rate | 26.9% | 55.7%-28.7pp | 68.2%-41.3pp | 70.2%-43.3pp |
| Annual return | 19.24% | 32.00%-12.8pp | 258.74%-239.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $244 | $1,258-80.6% | $2,652-90.8% | $2,177-88.8% |
| Participant deferral / active EE | $831 | $2,278-63.5% | $3,899-78.7% | $3,514-76.3% |
| Admin fee / account holder | $8,837 | $451+1858.0% | $4,912+79.9% | $847+943.3% |