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 8-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 | $23,507 | $57,057-58.8% | $85,009-72.3% | $80,874-70.9% |
| Participation rate | 48.0% | 56.4%-8.4pp | 67.5%-19.5pp | 67.6%-19.6pp |
| Annual return | 12.68% | 21.66%-9.0pp | 66.47%-53.8pp | 35.62%-22.9pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,952 | $3,112+27.0% | $4,522-12.6% | $4,297-8.0% |
| Admin fee / account holder | $1,205 | $4,986-75.8% | $6,153-80.4% | $6,935-82.6% |