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 | $20,048 | $64,324-68.8% | $118,925-83.1% | $79,858-74.9% |
| Participation rate | 54.7% | 64.9%-10.2pp | 75.4%-20.7pp | 69.6%-15.0pp |
| Annual return | 11.60% | 86.45%-74.8pp | 35.88%-24.3pp | 31.71%-20.1pp |
| Employer contribution / active EE | $1,384 | $1,836-24.6% | $3,263-57.6% | $2,471-44.0% |
| Participant deferral / active EE | $2,297 | $2,824-18.6% | $4,265-46.1% | $3,740-38.6% |
| Admin fee / account holder | $5,443 | $4,040+34.7% | $6,581-17.3% | $5,306+2.6% |