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 | $70,720 | $146,267-51.6% | $197,124-64.1% | $82,448-14.2% |
| Participation rate | 49.2% | 84.0%-34.9pp | 86.7%-37.6pp | 68.1%-18.9pp |
| Annual return | 22.41% | 29.61%-7.2pp | 44.34%-21.9pp | 41.64%-19.2pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $12,227 | $7,035+73.8% | $9,135+33.9% | $4,139+195.4% |
| Admin fee / account holder | $4,462 | $14,422-69.1% | $16,298-72.6% | $7,234-38.3% |