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 | $69,291 | $102,317-32.3% | $146,958-52.8% | $80,856-14.3% |
| Participation rate | 36.7% | 75.8%-39.2pp | 82.2%-45.5pp | 67.6%-31.0pp |
| Annual return | 12.44% | 134.76%-122.3pp | 418.34%-405.9pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,154 | $3,713-68.9% | $4,933-76.6% | $2,755-58.1% |
| Participant deferral / active EE | $2,986 | $6,644-55.1% | $8,070-63.0% | $4,296-30.5% |
| Admin fee / account holder | $9,802 | $7,941+23.4% | $12,998-24.6% | $6,918+41.7% |