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 | $56,843 | $52,279+8.7% | $89,391-36.4% | $79,858-28.8% |
| Participation rate | 52.6% | 57.5%-4.9pp | 68.0%-15.3pp | 69.6%-17.0pp |
| Annual return | 17.32% | 22.16%-4.8pp | 245.62%-228.3pp | 31.71%-14.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $2,586-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,895 | $2,740+151.6% | $3,890+77.3% | $3,740+84.4% |
| Admin fee / account holder | $2,979 | $3,356-11.3% | $4,881-39.0% | $5,306-43.9% |