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 | $35,027 | $46,553-24.8% | $64,056-45.3% | $75,163-53.4% |
| Participation rate | 40.7% | 65.9%-25.2pp | 72.3%-31.6pp | 67.2%-26.5pp |
| Annual return | 17.95% | 26.03%-8.1pp | 33.69%-15.7pp | 160.62%-142.7pp |
| Employer contribution / active EE | $0 | $1,974-100.0% | $2,747-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,117 | $2,837+80.4% | $3,880+31.9% | $4,125+24.0% |
| Admin fee / account holder | $38,328 | $2,952+1198.3% | $3,068+1149.2% | $5,651+578.3% |