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 | $37,601 | $118,849-68.4% | $96,562-61.1% | $167,490-77.6% |
| Participation rate | 68.4% | 75.5%-7.1pp | 69.8%-1.4pp | 82.1%-13.7pp |
| Annual return | 11.97% | 50.49%-38.5pp | 37.78%-25.8pp | 478.56%-466.6pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,163 | $4,616-74.8% | $3,849-69.8% | $6,341-81.7% |
| Admin fee / account holder | $864 | $8,065-89.3% | $6,181-86.0% | $12,309-93.0% |