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 | $32,800 | $55,415-40.8% | $155,509-78.9% | $74,495-56.0% |
| Participation rate | 59.6% | 61.9%-2.3pp | 78.2%-18.6pp | 67.2%-7.6pp |
| Annual return | 11.11% | 268.50%-257.4pp | 64.67%-53.6pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $1,355 | $2,267-40.2% | $4,672-71.0% | $2,623-48.3% |
| Participant deferral / active EE | $1,704 | $2,836-39.9% | $5,626-69.7% | $4,346-60.8% |
| Admin fee / account holder | $3,363 | $1,738+93.4% | $15,912-78.9% | $1,942+73.2% |