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 | $34,449 | $101,724-66.1% | $164,813-79.1% | $80,856-57.4% |
| Participation rate | 32.1% | 71.8%-39.7pp | 78.6%-46.5pp | 67.6%-35.5pp |
| Annual return | 22.13% | 16.72%+5.4pp | 69.93%-47.8pp | 35.59%-13.5pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,213 | $4,477-28.2% | $6,031-46.7% | $4,296-25.2% |
| Admin fee / account holder | $2,564 | $8,227-68.8% | $12,690-79.8% | $6,918-62.9% |