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 | $38,629 | $49,922-22.6% | $80,569-52.1% | $75,163-48.6% |
| Participation rate | 23.5% | 55.3%-31.8pp | 67.0%-43.5pp | 67.2%-43.7pp |
| Annual return | 24.57% | 34.69%-10.1pp | 935.43%-910.9pp | 160.62%-136.0pp |
| Employer contribution / active EE | $1,331 | $1,698-21.7% | $2,723-51.1% | $2,670-50.2% |
| Participant deferral / active EE | $2,642 | $2,990-11.7% | $4,447-40.6% | $4,125-36.0% |
| Admin fee / account holder | $6,582 | $3,577+84.0% | $5,377+22.4% | $5,651+16.5% |