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 8-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 | $43,155 | $78,705-45.2% | $117,854-63.4% | $70,131-38.5% |
| Participation rate | 37.7% | 73.2%-35.5pp | 79.7%-42.0pp | 69.5%-31.9pp |
| Annual return | 17.17% | 23.30%-6.1pp | 335.08%-317.9pp | 73.14%-56.0pp |
| Employer contribution / active EE | $1,043 | $2,223-53.1% | $3,786-72.5% | $2,342-55.5% |
| Participant deferral / active EE | $2,088 | $3,297-36.7% | $4,482-53.4% | $3,332-37.3% |
| Admin fee / account holder | $14,834 | $5,065+192.9% | $8,020+85.0% | $4,645+219.3% |