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 | $30,460 | $60,323-49.5% | $81,812-62.8% | $74,495-59.1% |
| Participation rate | 58.3% | 62.9%-4.5pp | 72.3%-14.0pp | 67.2%-8.9pp |
| Annual return | 17.68% | 16.90%+0.8pp | 773.79%-756.1pp | 1364.94%-1347.3pp |
| Employer contribution / active EE | $666 | $2,620-74.6% | $2,912-77.1% | $2,623-74.6% |
| Participant deferral / active EE | $2,177 | $3,387-35.7% | $4,319-49.6% | $4,346-49.9% |
| Admin fee / account holder | $3,246 | $1,486+118.5% | $7,386-56.0% | $1,942+67.2% |