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 9-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 | $52,854 | $77,899-32.2% | $149,673-64.7% | $75,163-29.7% |
| Participation rate | 27.3% | 65.6%-38.3pp | 78.8%-51.5pp | 67.2%-39.9pp |
| Annual return | 16.84% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,348 | $3,411-60.5% | $5,680-76.3% | $4,125-67.3% |
| Admin fee / account holder | $22,970 | $5,956+285.6% | $13,210+73.9% | $5,651+306.5% |