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 | $33,808 | $44,960-24.8% | $84,966-60.2% | $74,495-54.6% |
| Participation rate | 28.9% | 49.4%-20.5pp | 67.5%-38.6pp | 67.2%-38.3pp |
| Annual return | 11.52% | 26.24%-14.7pp | 66.38%-54.9pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $523 | $1,457-64.1% | $2,727-80.8% | $2,623-80.1% |
| Participant deferral / active EE | $1,363 | $2,731-50.1% | $4,519-69.8% | $4,346-68.6% |
| Admin fee / account holder | $4,975 | $2,209+125.2% | $6,149-19.1% | $1,942+156.2% |