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 9-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 | $56,406 | $82,664-31.8% | $125,339-55.0% | $68,494-17.6% |
| Participation rate | 48.2% | 75.0%-26.8pp | 82.4%-34.2pp | 67.9%-19.7pp |
| Annual return | 11.68% | -5.97%+17.6pp | 572.05%-560.4pp | -7.84%+19.5pp |
| Employer contribution / active EE | $2,346 | $3,381-30.6% | $4,814-51.3% | $2,596-9.6% |
| Participant deferral / active EE | $4,151 | $6,110-32.1% | $7,446-44.3% | $4,027+3.1% |
| Admin fee / account holder | $1,709 | $6,275-72.8% | $10,010-82.9% | $5,403-68.4% |