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 | $50,527 | $61,774-18.2% | $97,226-48.0% | $80,856-37.5% |
| Participation rate | 45.8% | 63.5%-17.7pp | 72.7%-26.9pp | 67.6%-21.9pp |
| Annual return | 15.76% | -557.90%+573.7pp | 75.13%-59.4pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,577 | $1,837-14.1% | $2,729-42.2% | $2,755-42.7% |
| Participant deferral / active EE | $3,768 | $3,029+24.4% | $4,264-11.6% | $4,296-12.3% |
| Admin fee / account holder | $6,463 | $5,166+25.1% | $5,654+14.3% | $6,918-6.6% |