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 | $51,347 | $65,041-21.1% | $90,951-43.5% | $79,858-35.7% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 14.26% | 30.45%-16.2pp | 134.60%-120.3pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,539 | $1,247+103.6% | $2,122+19.7% | $2,471+2.8% |
| Participant deferral / active EE | $2,939 | $2,512+17.0% | $3,373-12.9% | $3,740-21.4% |
| Admin fee / account holder | $9,868 | $4,536+117.5% | $5,959+65.6% | $5,306+86.0% |