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 7-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 | $49,915 | $101,317-50.7% | $146,958-66.0% | $74,495-33.0% |
| Participation rate | 42.6% | 75.5%-32.9pp | 82.2%-39.6pp | 67.2%-24.6pp |
| Annual return | 18.72% | 8730.91%-8712.2pp | 418.34%-399.6pp | 1364.94%-1346.2pp |
| Employer contribution / active EE | $1,762 | $3,810-53.8% | $4,933-64.3% | $2,623-32.8% |
| Participant deferral / active EE | $3,383 | $7,303-53.7% | $8,070-58.1% | $4,346-22.2% |
| Admin fee / account holder | $19,907 | $1,739+1044.8% | $12,998+53.1% | $1,942+925.2% |