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 8-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 | $60,158 | $81,248-26.0% | $155,509-61.3% | $80,856-25.6% |
| Participation rate | 48.0% | 66.2%-18.2pp | 78.2%-30.2pp | 67.6%-19.6pp |
| Annual return | 54.02% | 33.31%+20.7pp | 64.67%-10.7pp | 35.59%+18.4pp |
| Employer contribution / active EE | $1,012 | $3,100-67.4% | $4,672-78.4% | $2,755-63.3% |
| Participant deferral / active EE | $3,150 | $3,452-8.7% | $5,626-44.0% | $4,296-26.7% |
| Admin fee / account holder | $20,848 | $7,997+160.7% | $15,912+31.0% | $6,918+201.4% |