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 | $62,934 | $48,230+30.5% | $67,502-6.8% | $80,856-22.2% |
| Participation rate | 57.7% | 66.4%-8.7pp | 72.9%-15.2pp | 67.6%-9.9pp |
| Annual return | 17.21% | 18.28%-1.1pp | 3512.12%-3494.9pp | 35.59%-18.4pp |
| Employer contribution / active EE | $0 | $2,020-100.0% | $2,731-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $14,081 | $2,924+381.6% | $4,000+252.0% | $4,296+227.8% |
| Admin fee / account holder | $9,130 | $3,681+148.0% | $3,998+128.4% | $6,918+32.0% |