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 9-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 | $37,205 | $76,000-51.0% | $154,107-75.9% | $64,186-42.0% |
| Participation rate | 55.9% | 70.4%-14.5pp | 83.0%-27.2pp | 69.6%-13.7pp |
| Annual return | 5.63% | 30.32%-24.7pp | 735.12%-729.5pp | 7.63%-2.0pp |
| Employer contribution / active EE | $0 | $3,351-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,618 | $3,175-49.0% | $5,081-68.1% | $3,470-53.4% |
| Admin fee / account holder | $1,137 | $5,596-79.7% | $13,411-91.5% | $4,888-76.7% |