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 | $44,077 | $192,717-77.1% | $142,449-69.1% | $139,434-68.4% |
| Participation rate | 50.0% | 81.5%-31.5pp | 76.8%-26.8pp | 80.3%-30.3pp |
| Annual return | 14.84% | 17.99%-3.2pp | 19.99%-5.1pp | 372.94%-358.1pp |
| Employer contribution / active EE | $1,787 | $5,806-69.2% | $4,847-63.1% | $4,751-62.4% |
| Participant deferral / active EE | $5,688 | $7,208-21.1% | $6,283-9.5% | $6,710-15.2% |
| Admin fee / account holder | $35,492 | $15,124+134.7% | $10,011+254.5% | $11,403+211.3% |