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 6-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 | $52,366 | $48,570+7.8% | $130,648-59.9% | $72,985-28.3% |
| Participation rate | 67.7% | 58.6%+9.2pp | 71.7%-4.0pp | 69.5%-1.7pp |
| Annual return | 19.49% | 38.63%-19.1pp | 1708.96%-1689.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,887 | $2,384+230.9% | $3,603+118.9% | $3,607+118.6% |
| Admin fee / account holder | $8,513 | $3,549+139.9% | $5,464+55.8% | $5,124+66.1% |