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 | $56,205 | $108,172-48.0% | $77,482-27.5% | $158,922-64.6% |
| Participation rate | 42.1% | 64.4%-22.3pp | 54.2%-12.1pp | 82.0%-39.9pp |
| Annual return | 14.47% | 31.67%-17.2pp | 54.79%-40.3pp | 302.83%-288.4pp |
| Employer contribution / active EE | $0 | $1,325-100.0% | $986-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $890 | $2,456-63.8% | $1,861-52.2% | $5,982-85.1% |
| Admin fee / account holder | $54,277 | $3,708+1363.9% | $2,858+1799.3% | $11,246+382.6% |