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 | $52,128 | $88,083-40.8% | $164,813-68.4% | $74,495-30.0% |
| Participation rate | 58.1% | 73.0%-14.9pp | 78.6%-20.5pp | 67.2%-9.1pp |
| Annual return | 20.56% | 17.26%+3.3pp | 69.93%-49.4pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $2,586 | $2,593-0.3% | $4,341-40.4% | $2,623-1.4% |
| Participant deferral / active EE | $5,570 | $4,498+23.8% | $6,031-7.6% | $4,346+28.2% |
| Admin fee / account holder | $10,761 | $2,234+381.8% | $12,690-15.2% | $1,942+454.2% |