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 | $23,727 | $61,272-61.3% | $149,673-84.1% | $71,457-66.8% |
| Participation rate | 34.4% | 62.5%-28.1pp | 78.8%-44.3pp | 67.9%-33.5pp |
| Annual return | 21.18% | 35.85%-14.7pp | 134.42%-113.2pp | 28.85%-7.7pp |
| Employer contribution / active EE | $458 | $2,378-80.8% | $4,818-90.5% | $2,588-82.3% |
| Participant deferral / active EE | $2,727 | $2,917-6.5% | $5,680-52.0% | $4,289-36.4% |
| Admin fee / account holder | $5,283 | $1,261+318.8% | $13,210-60.0% | $1,587+232.8% |