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 | $41,541 | $88,083-52.8% | $164,813-74.8% | $74,495-44.2% |
| Participation rate | 52.8% | 73.0%-20.2pp | 78.6%-25.8pp | 67.2%-14.4pp |
| Annual return | 16.95% | 17.26%-0.3pp | 69.93%-53.0pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,083 | $2,593-58.2% | $4,341-75.0% | $2,623-58.7% |
| Participant deferral / active EE | $2,948 | $4,498-34.5% | $6,031-51.1% | $4,346-32.2% |
| Admin fee / account holder | $14,316 | $2,234+540.9% | $12,690+12.8% | $1,942+637.3% |