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 8-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 | $44,221 | $65,395-32.4% | $182,532-75.8% | $72,985-39.4% |
| Participation rate | 19.3% | 65.4%-46.2pp | 78.0%-58.7pp | 69.5%-50.2pp |
| Annual return | 22.57% | 27.68%-5.1pp | 148.54%-126.0pp | 81.00%-58.4pp |
| Employer contribution / active EE | $545 | $1,911-71.5% | $4,076-86.6% | $2,440-77.7% |
| Participant deferral / active EE | $1,192 | $3,563-66.6% | $5,524-78.4% | $3,607-67.0% |
| Admin fee / account holder | $10,196 | $4,245+140.2% | $8,592+18.7% | $5,124+99.0% |