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 | $84,596 | $111,814-24.3% | $103,374-18.2% | $145,959-42.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 11.48% | 24.77%-13.3pp | 24.89%-13.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,354 | $4,214-67.9% | $3,869-65.0% | $4,661-71.0% |
| Participant deferral / active EE | $4,256 | $5,618-24.3% | $5,058-15.9% | $6,689-36.4% |
| Admin fee / account holder | $13,498 | $9,754+38.4% | $8,394+60.8% | $13,398+0.8% |