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 | $43,243 | $106,515-59.4% | $96,683-55.3% | $139,434-69.0% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.3%-54.3pp | 80.3%-60.3pp |
| Annual return | 12.54% | 38.43%-25.9pp | 35.69%-23.2pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,104 | $4,103-73.1% | $3,737-70.4% | $4,751-76.8% |
| Participant deferral / active EE | $2,600 | $5,454-52.3% | $4,878-46.7% | $6,710-61.3% |
| Admin fee / account holder | $47,019 | $7,877+496.9% | $6,730+598.7% | $11,403+312.4% |