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 | $56,806 | $102,317-44.5% | $146,958-61.3% | $80,856-29.7% |
| Participation rate | 63.0% | 75.8%-12.8pp | 82.2%-19.1pp | 67.6%-4.6pp |
| Annual return | 12.90% | 134.76%-121.9pp | 418.34%-405.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,944 | $3,713-20.7% | $4,933-40.3% | $2,755+6.9% |
| Participant deferral / active EE | $4,781 | $6,644-28.0% | $8,070-40.8% | $4,296+11.3% |
| Admin fee / account holder | $23,685 | $7,941+198.2% | $12,998+82.2% | $6,918+242.4% |