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 | $77,323 | $102,382-24.5% | $147,005-47.4% | $80,874-4.4% |
| Participation rate | 59.5% | 75.8%-16.3pp | 82.2%-22.6pp | 67.6%-8.1pp |
| Annual return | 30.93% | 134.89%-104.0pp | 418.76%-387.8pp | 35.62%-4.7pp |
| Employer contribution / active EE | $2,045 | $3,715-45.0% | $4,934-58.6% | $2,756-25.8% |
| Participant deferral / active EE | $4,757 | $6,646-28.4% | $8,070-41.1% | $4,297+10.7% |
| Admin fee / account holder | $40,418 | $7,942+408.9% | $13,006+210.8% | $6,935+482.8% |