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 5-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 | $46,685 | $55,472-15.8% | $155,567-70.0% | $74,546-37.4% |
| Participation rate | 51.0% | 61.9%-10.9pp | 78.2%-27.2pp | 67.2%-16.2pp |
| Annual return | 13.02% | 268.72%-255.7pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $1,328 | $2,269-41.5% | $4,674-71.6% | $2,624-49.4% |
| Participant deferral / active EE | $3,101 | $2,838+9.3% | $5,628-44.9% | $4,347-28.7% |
| Admin fee / account holder | $6,096 | $1,743+249.8% | $15,916-61.7% | $1,944+213.6% |