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 | $92,669 | $102,317-9.4% | $146,958-36.9% | $80,856+14.6% |
| Participation rate | 56.3% | 75.8%-19.6pp | 82.2%-25.9pp | 67.6%-11.4pp |
| Annual return | 14.84% | 134.76%-119.9pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,464 | $3,713-6.7% | $4,933-29.8% | $2,755+25.7% |
| Participant deferral / active EE | $5,537 | $6,644-16.7% | $8,070-31.4% | $4,296+28.9% |
| Admin fee / account holder | $16,642 | $7,941+109.6% | $12,998+28.0% | $6,918+140.6% |