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 | $30,586 | $61,272-50.1% | $149,673-79.6% | $71,457-57.2% |
| Participation rate | 19.7% | 62.5%-42.9pp | 78.8%-59.1pp | 67.9%-48.3pp |
| Annual return | 16.73% | 35.85%-19.1pp | 134.42%-117.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $457 | $2,378-80.8% | $4,818-90.5% | $2,588-82.4% |
| Participant deferral / active EE | $1,142 | $2,917-60.9% | $5,680-79.9% | $4,289-73.4% |
| Admin fee / account holder | $11,659 | $1,261+824.3% | $13,210-11.7% | $1,587+634.5% |