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 | $51,105 | $45,035+13.5% | $62,995-18.9% | $70,131-27.1% |
| Participation rate | 48.4% | 69.5%-21.1pp | 74.8%-26.4pp | 69.5%-21.2pp |
| Annual return | 11.93% | 18.76%-6.8pp | 87.57%-75.6pp | 73.14%-61.2pp |
| Employer contribution / active EE | $0 | $2,051-100.0% | $2,759-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,887 | $2,465+17.1% | $3,329-13.3% | $3,332-13.4% |
| Admin fee / account holder | $1,795 | $2,834-36.7% | $3,600-50.1% | $4,645-61.3% |