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 | $39,681 | $112,750-64.8% | $103,464-61.6% | $74,546-46.8% |
| Participation rate | 42.0% | 80.9%-38.9pp | 80.5%-38.5pp | 67.2%-25.2pp |
| Annual return | 14.60% | 23.22%-8.6pp | 23.91%-9.3pp | 1366.03%-1351.4pp |
| Employer contribution / active EE | $3,038 | $4,880-37.7% | $4,677-35.0% | $2,624+15.8% |
| Participant deferral / active EE | $6,005 | $7,289-17.6% | $6,624-9.3% | $4,347+38.1% |
| Admin fee / account holder | $14,167 | $1,702+732.5% | $9,410+50.6% | $1,944+628.9% |