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 9-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 | $22,180 | $49,915-55.6% | $154,803-85.7% | $74,304-70.1% |
| Participation rate | 31.0% | 54.0%-22.9pp | 78.1%-47.0pp | 60.3%-29.3pp |
| Annual return | 15.30% | 34.06%-18.8pp | 58.88%-43.6pp | 29.43%-14.1pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $4,305-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $647 | $2,255-71.3% | $5,540-88.3% | $3,767-82.8% |
| Admin fee / account holder | $1,960 | $2,189-10.5% | $14,329-86.3% | $2,969-34.0% |