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 | $51,494 | $58,208-11.5% | $81,812-37.1% | $80,856-36.3% |
| Participation rate | 27.3% | 63.4%-36.1pp | 72.3%-45.1pp | 67.6%-40.4pp |
| Annual return | 12.46% | 41.66%-29.2pp | 773.79%-761.3pp | 35.59%-23.1pp |
| Employer contribution / active EE | $352 | $2,340-85.0% | $2,912-87.9% | $2,755-87.2% |
| Participant deferral / active EE | $1,110 | $3,281-66.2% | $4,319-74.3% | $4,296-74.2% |
| Admin fee / account holder | $12,906 | $4,981+159.1% | $7,386+74.7% | $6,918+86.6% |