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 | $21,581 | $83,902-74.3% | $167,512-87.1% | $84,808-74.6% |
| Participation rate | 54.0% | 66.5%-12.5pp | 77.1%-23.1pp | 68.3%-14.3pp |
| Annual return | 19.93% | 91.55%-71.6pp | 1615.79%-1595.9pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,496 | $2,264-33.9% | $3,882-61.5% | $2,631-43.1% |
| Participant deferral / active EE | $2,632 | $4,442-40.8% | $6,405-58.9% | $4,212-37.5% |
| Admin fee / account holder | $4,157 | $7,915-47.5% | $9,769-57.4% | $7,344-43.4% |