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 | $50,102 | $49,922+0.4% | $80,569-37.8% | $75,163-33.3% |
| Participation rate | 25.0% | 55.3%-30.3pp | 67.0%-42.0pp | 67.2%-42.2pp |
| Annual return | 14.75% | 34.69%-19.9pp | 935.43%-920.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,197 | $1,698-29.5% | $2,723-56.1% | $2,670-55.2% |
| Participant deferral / active EE | $2,054 | $2,990-31.3% | $4,447-53.8% | $4,125-50.2% |
| Admin fee / account holder | $11,381 | $3,577+218.2% | $5,377+111.7% | $5,651+101.4% |