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 | $20,888 | $79,449-73.7% | $189,557-89.0% | $85,850-75.7% |
| Participation rate | 49.3% | 66.0%-16.7pp | 78.4%-29.2pp | 69.3%-20.1pp |
| Annual return | 11.88% | 18.45%-6.6pp | 64.17%-52.3pp | 318.53%-306.6pp |
| Employer contribution / active EE | $1,013 | $2,081-51.3% | $4,412-77.0% | $2,565-60.5% |
| Participant deferral / active EE | $2,911 | $4,051-28.1% | $6,174-52.8% | $3,952-26.3% |
| Admin fee / account holder | $11,370 | $5,377+111.5% | $9,807+15.9% | $6,260+81.6% |