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 | $36,451 | $62,327-41.5% | $120,354-69.7% | $74,495-51.1% |
| Participation rate | 37.8% | 56.8%-19.0pp | 71.9%-34.1pp | 67.2%-29.4pp |
| Annual return | 28.65% | 18.61%+10.0pp | 107.15%-78.5pp | 1364.94%-1336.3pp |
| Employer contribution / active EE | $1,140 | $1,843-38.1% | $3,463-67.1% | $2,623-56.5% |
| Participant deferral / active EE | $2,322 | $2,893-19.7% | $4,991-53.5% | $4,346-46.6% |
| Admin fee / account holder | $4,778 | $2,396+99.4% | $9,423-49.3% | $1,942+146.1% |