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 | $28,942 | $91,190-68.3% | $178,490-83.8% | $79,858-63.8% |
| Participation rate | 47.8% | 69.2%-21.4pp | 81.9%-34.2pp | 69.6%-21.9pp |
| Annual return | 19.79% | 24.19%-4.4pp | 151.07%-131.3pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,177 | $3,256-63.9% | $5,011-76.5% | $2,471-52.4% |
| Participant deferral / active EE | $2,598 | $3,236-19.7% | $5,202-50.1% | $3,740-30.5% |
| Admin fee / account holder | $14,343 | $6,751+112.4% | $13,984+2.6% | $5,306+170.3% |