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 | $113,016-64.9% | $103,476-61.7% | $74,495-46.7% |
| Participation rate | 42.0% | 80.8%-38.8pp | 80.5%-38.5pp | 67.2%-25.2pp |
| Annual return | 14.60% | 23.24%-8.6pp | 23.90%-9.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,038 | $4,881-37.8% | $4,672-35.0% | $2,623+15.8% |
| Participant deferral / active EE | $6,005 | $7,279-17.5% | $6,623-9.3% | $4,346+38.2% |
| Admin fee / account holder | $14,167 | $1,709+729.0% | $9,413+50.5% | $1,942+629.6% |