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 | $50,346 | $77,314-34.9% | $177,989-71.7% | $80,856-37.7% |
| Participation rate | 41.9% | 65.7%-23.8pp | 77.1%-35.1pp | 67.6%-25.7pp |
| Annual return | 12.27% | 18.09%-5.8pp | 294.48%-282.2pp | 35.59%-23.3pp |
| Employer contribution / active EE | $2,613 | $2,292+14.0% | $3,949-33.8% | $2,755-5.1% |
| Participant deferral / active EE | $4,228 | $4,411-4.1% | $6,276-32.6% | $4,296-1.6% |
| Admin fee / account holder | $17,353 | $7,191+141.3% | $10,363+67.4% | $6,918+150.8% |