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 | $29,708 | $45,031-34.0% | $84,966-65.0% | $77,643-61.7% |
| Participation rate | 28.6% | 48.7%-20.1pp | 67.5%-38.9pp | 70.6%-42.0pp |
| Annual return | 13.41% | 79.22%-65.8pp | 66.38%-53.0pp | 31.24%-17.8pp |
| Employer contribution / active EE | $1,185 | $1,609-26.4% | $2,727-56.5% | $2,726-56.5% |
| Participant deferral / active EE | $3,114 | $2,807+10.9% | $4,519-31.1% | $4,647-33.0% |
| Admin fee / account holder | $5,826 | $912+539.0% | $6,149-5.3% | $430+1253.6% |