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 | $54,271 | $65,390-17.0% | $169,368-68.0% | $71,457-24.1% |
| Participation rate | 44.6% | 67.0%-22.3pp | 77.1%-32.5pp | 67.9%-23.3pp |
| Annual return | 23.17% | 21.31%+1.9pp | 405.60%-382.4pp | 28.85%-5.7pp |
| Employer contribution / active EE | $1,559 | $2,079-25.0% | $4,013-61.1% | $2,588-39.8% |
| Participant deferral / active EE | $3,631 | $4,367-16.8% | $6,221-41.6% | $4,289-15.3% |
| Admin fee / account holder | $10,372 | $1,324+683.2% | $9,003+15.2% | $1,587+553.4% |