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 7-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 | $69,307 | $111,724-38.0% | $93,606-26.0% | $145,922-52.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 10.10% | 202.98%-192.9pp | 133.20%-123.1pp | 561.29%-551.2pp |
| Employer contribution / active EE | $1,461 | $3,090-52.7% | $2,420-39.6% | $4,660-68.7% |
| Participant deferral / active EE | $2,117 | $4,912-56.9% | $4,411-52.0% | $6,688-68.3% |
| Admin fee / account holder | $44,250 | $10,250+331.7% | $8,285+434.1% | $13,397+230.3% |