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 | $70,428 | $86,286-18.4% | $111,297-36.7% | $85,850-18.0% |
| Participation rate | 51.4% | 73.3%-21.9pp | 77.3%-25.9pp | 69.3%-17.9pp |
| Annual return | 11.29% | 19.99%-8.7pp | 54.65%-43.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,210 | $2,043-40.8% | $2,731-55.7% | $2,565-52.8% |
| Participant deferral / active EE | $3,832 | $3,641+5.3% | $4,487-14.6% | $3,952-3.0% |
| Admin fee / account holder | $83,066 | $8,188+914.5% | $7,964+943.0% | $6,260+1227.0% |