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 4-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 | $37,013 | $156,846-76.4% | $121,098-69.4% | $139,434-73.5% |
| Participation rate | 60.0% | 76.4%-16.4pp | 69.5%-9.5pp | 80.3%-20.3pp |
| Annual return | 12.35% | 1474.56%-1462.2pp | 985.75%-973.4pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,409 | $5,536-74.6% | $4,164-66.2% | $4,751-70.3% |
| Participant deferral / active EE | $2,328 | $4,844-51.9% | $4,080-42.9% | $6,710-65.3% |
| Admin fee / account holder | $13,965 | $6,946+101.1% | $5,644+147.4% | $11,403+22.5% |