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 7-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 | $44,973 | $95,803-53.1% | $113,168-60.3% | $84,808-47.0% |
| Participation rate | 63.6% | 72.9%-9.2pp | 76.6%-12.9pp | 68.3%-4.7pp |
| Annual return | 16.90% | 25.00%-8.1pp | 24.27%-7.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,531 | $4,242+6.8% | $5,107-11.3% | $4,212+7.6% |
| Admin fee / account holder | $1,288 | $8,989-85.7% | $12,068-89.3% | $7,344-82.5% |