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 | $20,736 | $77,164-73.1% | $178,014-88.4% | $80,874-74.4% |
| Participation rate | 36.4% | 65.7%-29.3pp | 77.1%-40.7pp | 67.6%-31.3pp |
| Annual return | 13.33% | 18.09%-4.8pp | 294.80%-281.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $1,246 | $2,288-45.5% | $3,950-68.4% | $2,756-54.8% |
| Participant deferral / active EE | $1,555 | $4,408-64.7% | $6,276-75.2% | $4,297-63.8% |
| Admin fee / account holder | $2,493 | $7,164-65.2% | $10,362-75.9% | $6,935-64.0% |