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 | $28,255 | $55,415-49.0% | $155,509-81.8% | $74,495-62.1% |
| Participation rate | 23.8% | 61.9%-38.2pp | 78.2%-54.4pp | 67.2%-43.5pp |
| Annual return | 17.64% | 268.50%-250.9pp | 64.67%-47.0pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $1,109 | $2,267-51.1% | $4,672-76.3% | $2,623-57.7% |
| Participant deferral / active EE | $2,337 | $2,836-17.6% | $5,626-58.5% | $4,346-46.2% |
| Admin fee / account holder | $5,693 | $1,738+227.5% | $15,912-64.2% | $1,942+193.2% |