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 | $56,094 | $60,349-7.1% | $74,183-24.4% | $62,891-10.8% |
| Participation rate | 45.0% | 72.7%-27.7pp | 76.6%-31.6pp | 69.3%-24.3pp |
| Annual return | 6.36% | 21.37%-15.0pp | 17.74%-11.4pp | 20.14%-13.8pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,897 | $2,856-33.6% | $3,550-46.5% | $3,203-40.8% |
| Admin fee / account holder | $2,500 | $4,261-41.3% | $5,586-55.2% | $4,296-41.8% |