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 | $26,490 | $58,208-54.5% | $81,812-67.6% | $80,856-67.2% |
| Participation rate | 53.8% | 63.4%-9.6pp | 72.3%-18.5pp | 67.6%-13.8pp |
| Annual return | 12.62% | 41.66%-29.0pp | 773.79%-761.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,194 | $2,340-6.2% | $2,912-24.7% | $2,755-20.4% |
| Participant deferral / active EE | $4,211 | $3,281+28.3% | $4,319-2.5% | $4,296-2.0% |
| Admin fee / account holder | $6,678 | $4,981+34.1% | $7,386-9.6% | $6,918-3.5% |