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 | $26,512 | $83,902-68.4% | $167,512-84.2% | $84,808-68.7% |
| Participation rate | 22.8% | 66.5%-43.6pp | 77.1%-54.2pp | 68.3%-45.5pp |
| Annual return | 15.18% | 91.55%-76.4pp | 1615.79%-1600.6pp | 40.90%-25.7pp |
| Employer contribution / active EE | $819 | $2,264-63.8% | $3,882-78.9% | $2,631-68.9% |
| Participant deferral / active EE | $1,396 | $4,442-68.6% | $6,405-78.2% | $4,212-66.8% |
| Admin fee / account holder | $8,739 | $7,915+10.4% | $9,769-10.5% | $7,344+19.0% |