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 5-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 | $24,960 | $109,881-77.3% | $150,045-83.4% | $84,808-70.6% |
| Participation rate | 24.7% | 76.1%-51.4pp | 82.3%-57.6pp | 68.3%-43.6pp |
| Annual return | 20.67% | 28.25%-7.6pp | 62.55%-41.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,979 | $6,636-55.1% | $7,997-62.7% | $4,212-29.3% |
| Admin fee / account holder | $3,222 | $8,568-62.4% | $13,435-76.0% | $7,344-56.1% |