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 | $32,742 | $54,705-40.1% | $71,209-54.0% | $84,808-61.4% |
| Participation rate | 18.4% | 64.1%-45.7pp | 73.8%-55.4pp | 68.3%-49.9pp |
| Annual return | 19.23% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $566 | $2,158-73.8% | $2,721-79.2% | $2,631-78.5% |
| Participant deferral / active EE | $1,032 | $3,030-65.9% | $4,175-75.3% | $4,212-75.5% |
| Admin fee / account holder | $10,137 | $4,863+108.4% | $5,349+89.5% | $7,344+38.0% |