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 | $53,078 | $62,327-14.8% | $120,354-55.9% | $74,495-28.7% |
| Participation rate | 50.0% | 56.8%-6.8pp | 71.9%-21.9pp | 67.2%-17.2pp |
| Annual return | 10.89% | 18.61%-7.7pp | 107.15%-96.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $760 | $1,843-58.8% | $3,463-78.1% | $2,623-71.0% |
| Participant deferral / active EE | $3,045 | $2,893+5.3% | $4,991-39.0% | $4,346-29.9% |
| Admin fee / account holder | $10,486 | $2,396+337.7% | $9,423+11.3% | $1,942+440.0% |