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 | $92,881 | $133,922-30.6% | $116,228-20.1% | $142,382-34.8% |
| Participation rate | 16.7% | 77.9%-61.2pp | 74.6%-57.9pp | 80.1%-63.5pp |
| Annual return | 17.44% | 147.76%-130.3pp | 90.06%-72.6pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,144 | $3,446-66.8% | $2,994-61.8% | $4,299-73.4% |
| Participant deferral / active EE | $2,656 | $5,672-53.2% | $4,953-46.4% | $6,507-59.2% |
| Admin fee / account holder | $73,803 | $14,945+393.8% | $11,989+515.6% | $12,624+484.6% |