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 6-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 | $76,564 | $49,922+53.4% | $80,569-5.0% | $75,163+1.9% |
| Participation rate | 48.4% | 55.3%-6.9pp | 67.0%-18.6pp | 67.2%-18.8pp |
| Annual return | 19.77% | 34.69%-14.9pp | 935.43%-915.7pp | 160.62%-140.8pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $8,900 | $2,990+197.6% | $4,447+100.1% | $4,125+115.8% |
| Admin fee / account holder | $3,683 | $3,577+2.9% | $5,377-31.5% | $5,651-34.8% |