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 7-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 | $53,027 | $104,664-49.3% | $85,682-38.1% | $167,490-68.3% |
| Participation rate | 57.1% | 76.4%-19.2pp | 69.9%-12.7pp | 82.1%-25.0pp |
| Annual return | 14.09% | 21.45%-7.4pp | 21.49%-7.4pp | 478.56%-464.5pp |
| Employer contribution / active EE | $1,626 | $3,337-51.3% | $2,618-37.9% | $4,837-66.4% |
| Participant deferral / active EE | $4,403 | $4,824-8.7% | $3,923+12.2% | $6,341-30.6% |
| Admin fee / account holder | $16,276 | $10,032+62.2% | $6,873+136.8% | $12,309+32.2% |