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 | $26,052 | $58,208-55.2% | $81,812-68.2% | $80,856-67.8% |
| Participation rate | 33.9% | 63.4%-29.5pp | 72.3%-38.5pp | 67.6%-33.8pp |
| Annual return | 17.80% | 41.66%-23.9pp | 773.79%-756.0pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,489 | $3,281-54.6% | $4,319-65.5% | $4,296-65.3% |
| Admin fee / account holder | $314 | $4,981-93.7% | $7,386-95.8% | $6,918-95.5% |