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 | $127,075 | $70,428+80.4% | $96,562+31.6% | $85,850+48.0% |
| Participation rate | 62.7% | 61.8%+0.9pp | 69.8%-7.1pp | 69.3%-6.6pp |
| Annual return | 13.73% | 18.59%-4.9pp | 37.78%-24.1pp | 318.53%-304.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,198 | $2,894+45.1% | $3,849+9.1% | $3,952+6.2% |
| Admin fee / account holder | $15,097 | $4,997+202.1% | $6,181+144.3% | $6,260+141.2% |