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 | $21,980 | $76,407-71.2% | $150,298-85.4% | $82,448-73.3% |
| Participation rate | 45.1% | 66.4%-21.3pp | 77.8%-32.7pp | 68.1%-23.0pp |
| Annual return | 18.91% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $851 | $2,614-67.4% | $4,154-79.5% | $2,551-66.6% |
| Participant deferral / active EE | $2,084 | $3,214-35.2% | $5,453-61.8% | $4,139-49.6% |
| Admin fee / account holder | $20,236 | $6,352+218.6% | $14,116+43.4% | $7,234+179.7% |