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 | $148,978-52.5% | $200,582-64.7% | $84,808-16.6% |
| Participation rate | 49.2% | 84.2%-35.1pp | 86.9%-37.7pp | 68.3%-19.2pp |
| Annual return | 22.41% | 28.16%-5.7pp | 42.33%-19.9pp | 40.90%-18.5pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,227 | $7,142+71.2% | $9,331+31.0% | $4,212+190.3% |
| Admin fee / account holder | $4,462 | $13,977-68.1% | $16,305-72.6% | $7,344-39.2% |