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 | $32,606 | $183,592-82.2% | $155,567-79.0% | $145,959-77.7% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 17.62% | 61.24%-43.6pp | 64.74%-47.1pp | 561.95%-544.3pp |
| Employer contribution / active EE | $2,069 | $5,315-61.1% | $4,674-55.7% | $4,661-55.6% |
| Participant deferral / active EE | $3,766 | $6,464-41.7% | $5,628-33.1% | $6,689-43.7% |
| Admin fee / account holder | $46,266 | $19,318+139.5% | $15,916+190.7% | $13,398+245.3% |