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 5-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 | $14,969 | $44,960-66.7% | $84,966-82.4% | $74,495-79.9% |
| Participation rate | 30.1% | 49.4%-19.3pp | 67.5%-37.4pp | 67.2%-37.1pp |
| Annual return | 16.93% | 26.24%-9.3pp | 66.38%-49.5pp | 1364.94%-1348.0pp |
| Employer contribution / active EE | $1,267 | $1,457-13.1% | $2,727-53.5% | $2,623-51.7% |
| Participant deferral / active EE | $2,516 | $2,731-7.9% | $4,519-44.3% | $4,346-42.1% |
| Admin fee / account holder | $4,557 | $2,209+106.3% | $6,149-25.9% | $1,942+134.7% |