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 | $36,323 | $58,208-37.6% | $81,812-55.6% | $80,856-55.1% |
| Participation rate | 56.4% | 63.4%-7.0pp | 72.3%-15.9pp | 67.6%-11.2pp |
| Annual return | 27.22% | 41.66%-14.4pp | 773.79%-746.6pp | 35.59%-8.4pp |
| Employer contribution / active EE | $399 | $2,340-83.0% | $2,912-86.3% | $2,755-85.5% |
| Participant deferral / active EE | $732 | $3,281-77.7% | $4,319-83.0% | $4,296-83.0% |
| Admin fee / account holder | $12,925 | $4,981+159.5% | $7,386+75.0% | $6,918+86.8% |