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 4-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 | $25,118 | $63,764-60.6% | $81,930-69.3% | $79,858-68.5% |
| Participation rate | 49.3% | 67.5%-18.2pp | 72.0%-22.7pp | 69.6%-20.4pp |
| Annual return | 19.26% | 22.66%-3.4pp | 29.49%-10.2pp | 31.71%-12.5pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,126 | $2,780-23.5% | $7,107-70.1% | $3,740-43.2% |
| Admin fee / account holder | $2,260 | $4,426-48.9% | $5,158-56.2% | $5,306-57.4% |