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 | $56,360 | $126,574-55.5% | $106,213-46.9% | $145,922-61.4% |
| Participation rate | 50.0% | 77.6%-27.6pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 14.16% | 224.79%-210.6pp | 116.14%-102.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,472 | $3,730-60.5% | $3,171-53.6% | $4,660-68.4% |
| Participant deferral / active EE | $5,277 | $5,724-7.8% | $5,016+5.2% | $6,688-21.1% |
| Admin fee / account holder | $8,218 | $17,304-52.5% | $11,033-25.5% | $13,397-38.7% |