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 6-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 | $51,767 | $88,087-41.2% | $164,866-68.6% | $74,546-30.6% |
| Participation rate | 44.8% | 73.1%-28.3pp | 78.6%-33.8pp | 67.2%-22.4pp |
| Annual return | 16.47% | 17.27%-0.8pp | 69.97%-53.5pp | 1366.03%-1349.6pp |
| Employer contribution / active EE | $1,648 | $2,595-36.5% | $4,343-62.0% | $2,624-37.2% |
| Participant deferral / active EE | $3,067 | $4,499-31.8% | $6,033-49.2% | $4,347-29.5% |
| Admin fee / account holder | $2,314 | $2,232+3.7% | $12,689-81.8% | $1,944+19.0% |