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 | $44,505 | $62,327-28.6% | $120,354-63.0% | $74,495-40.3% |
| Participation rate | 34.5% | 56.8%-22.2pp | 71.9%-37.4pp | 67.2%-32.7pp |
| Annual return | 14.59% | 18.61%-4.0pp | 107.15%-92.6pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,327 | $1,843-28.0% | $3,463-61.7% | $2,623-49.4% |
| Participant deferral / active EE | $2,001 | $2,893-30.8% | $4,991-59.9% | $4,346-54.0% |
| Admin fee / account holder | $4,232 | $2,396+76.7% | $9,423-55.1% | $1,942+118.0% |