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 5-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 | $85,039 | $44,960+89.1% | $84,966+0.1% | $74,495+14.2% |
| Participation rate | 39.3% | 49.4%-10.1pp | 67.5%-28.2pp | 67.2%-27.9pp |
| Annual return | 17.55% | 26.24%-8.7pp | 66.38%-48.8pp | 1364.94%-1347.4pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,336 | $2,731+58.8% | $4,519-4.1% | $4,346-0.2% |
| Admin fee / account holder | $5,510 | $2,209+149.4% | $6,149-10.4% | $1,942+183.8% |