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 7-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 | $24,213 | $47,105-48.6% | $68,368-64.6% | $67,986-64.4% |
| Participation rate | 28.7% | 51.8%-23.1pp | 73.8%-45.0pp | 57.2%-28.5pp |
| Annual return | 59.15% | 48.37%+10.8pp | 292.57%-233.4pp | 31.67%+27.5pp |
| Employer contribution / active EE | $1,081 | $1,859-41.8% | $2,649-59.2% | $2,019-46.4% |
| Participant deferral / active EE | $2,166 | $2,374-8.8% | $4,123-47.5% | $3,358-35.5% |
| Admin fee / account holder | $10,865 | $2,435+346.2% | $5,150+111.0% | $3,203+239.2% |