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 | $49,678 | $78,422-36.7% | $95,952-48.2% | $79,858-37.8% |
| Participation rate | 47.2% | 73.5%-26.3pp | 77.1%-29.9pp | 69.6%-22.5pp |
| Annual return | 14.38% | 19.37%-5.0pp | 91.61%-77.2pp | 31.71%-17.3pp |
| Employer contribution / active EE | $984 | $1,945-49.4% | $2,541-61.3% | $2,471-60.2% |
| Participant deferral / active EE | $1,939 | $3,440-43.6% | $4,167-53.5% | $3,740-48.1% |
| Admin fee / account holder | $13,919 | $5,622+147.6% | $6,795+104.8% | $5,306+162.3% |