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 | $44,963 | $90,745-50.5% | $130,231-65.5% | $75,163-40.2% |
| Participation rate | 33.7% | 71.1%-37.3pp | 76.3%-42.5pp | 67.2%-33.5pp |
| Annual return | 21.55% | 34.45%-12.9pp | 38.77%-17.2pp | 160.62%-139.1pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,397 | $5,362-36.7% | $6,799-50.0% | $4,125-17.7% |
| Admin fee / account holder | $963 | $6,331-84.8% | $6,020-84.0% | $5,651-83.0% |