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 3-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 | $97,731 | $117,983-17.2% | $101,794-4.0% | $142,382-31.4% |
| Participation rate | 12.5% | 74.2%-61.7pp | 69.2%-56.7pp | 80.1%-67.6pp |
| Annual return | 33.07% | 36.92%-3.8pp | 30.53%+2.5pp | 217.08%-184.0pp |
| Employer contribution / active EE | $0 | $2,773-100.0% | $2,289-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,860 | $4,714-39.3% | $4,084-30.0% | $6,507-56.0% |
| Admin fee / account holder | $744 | $10,433-92.9% | $8,777-91.5% | $12,624-94.1% |