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 | $72,869 | $40,256+81.0% | $57,343+27.1% | $59,632+22.2% |
| Participation rate | 28.9% | 69.2%-40.2pp | 75.1%-46.1pp | 68.7%-39.7pp |
| Annual return | 2.17% | 27.49%-25.3pp | 24.39%-22.2pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $0 | $1,922-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,307 | $2,399-3.8% | $3,162-27.0% | $3,192-27.7% |
| Admin fee / account holder | $6,171 | $2,818+119.0% | $3,356+83.9% | $4,297+43.6% |