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 | $54,158 | $106,584-49.2% | $101,326-46.6% | $142,382-62.0% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 13.91% | 36.93%-23.0pp | 36.82%-22.9pp | 217.08%-203.2pp |
| Employer contribution / active EE | $6,990 | $3,956+76.7% | $3,665+90.7% | $4,299+62.6% |
| Participant deferral / active EE | $12,276 | $8,297+48.0% | $7,994+53.6% | $6,507+88.7% |
| Admin fee / account holder | $585,221 | $11,446+5012.8% | $11,185+5132.2% | $12,624+4535.9% |