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 6-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 | $34,171 | $48,795-30.0% | $65,493-47.8% | $84,808-59.7% |
| Participation rate | 58.1% | 67.0%-8.9pp | 73.1%-15.0pp | 68.3%-10.2pp |
| Annual return | 16.82% | 20.20%-3.4pp | 982.45%-965.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,137 | $1,930-41.1% | $2,574-55.8% | $2,631-56.8% |
| Participant deferral / active EE | $2,078 | $2,928-29.0% | $3,961-47.5% | $4,212-50.7% |
| Admin fee / account holder | $10,557 | $3,877+172.3% | $5,028+110.0% | $7,344+43.8% |