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 | $64,108 | $122,239-47.6% | $184,203-65.2% | $74,495-13.9% |
| Participation rate | 47.0% | 85.5%-38.5pp | 86.8%-39.8pp | 67.2%-20.2pp |
| Annual return | 13.21% | 19.95%-6.7pp | 28.81%-15.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,059 | $7,139-43.1% | $9,131-55.5% | $4,346-6.6% |
| Admin fee / account holder | $1,994 | $1,260+58.3% | $13,901-85.7% | $1,942+2.7% |