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 | $44,227 | $69,207-36.1% | $64,056-31.0% | $139,434-68.3% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 14.53% | 45.88%-31.3pp | 33.69%-19.2pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,513 | $3,182-21.0% | $2,747-8.5% | $4,751-47.1% |
| Participant deferral / active EE | $2,687 | $4,682-42.6% | $3,880-30.8% | $6,710-60.0% |
| Admin fee / account holder | $10,491 | $4,244+147.2% | $3,068+241.9% | $11,403-8.0% |