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 | $51,483 | $109,413-52.9% | $156,263-67.1% | $84,808-39.3% |
| Participation rate | 30.8% | 72.7%-41.9pp | 78.9%-48.1pp | 68.3%-37.5pp |
| Annual return | 18.78% | 20.18%-1.4pp | 59.47%-40.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,553 | $4,590-44.4% | $6,158-58.5% | $4,212-39.4% |
| Admin fee / account holder | $3,240 | $9,357-65.4% | $14,255-77.3% | $7,344-55.9% |