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 | $33,236 | $60,323-44.9% | $81,812-59.4% | $74,495-55.4% |
| Participation rate | 40.2% | 62.9%-22.7pp | 72.3%-32.2pp | 67.2%-27.0pp |
| Annual return | 13.79% | 16.90%-3.1pp | 773.79%-760.0pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,512 | $2,620-42.3% | $2,912-48.1% | $2,623-42.4% |
| Participant deferral / active EE | $3,550 | $3,387+4.8% | $4,319-17.8% | $4,346-18.3% |
| Admin fee / account holder | $7,531 | $1,486+406.8% | $7,386+2.0% | $1,942+287.8% |