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 8-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 | $135,544 | $109,881+23.4% | $150,045-9.7% | $84,808+59.8% |
| Participation rate | 48.6% | 76.1%-27.5pp | 82.3%-33.8pp | 68.3%-19.7pp |
| Annual return | 14.26% | 28.25%-14.0pp | 62.55%-48.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,373 | $3,561-33.4% | $4,693-49.4% | $2,631-9.8% |
| Participant deferral / active EE | $5,725 | $6,636-13.7% | $7,997-28.4% | $4,212+35.9% |
| Admin fee / account holder | $50,981 | $8,568+495.0% | $13,435+279.5% | $7,344+594.2% |