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 | $48,945 | $102,317-52.2% | $146,958-66.7% | $80,856-39.5% |
| Participation rate | 22.7% | 75.8%-53.1pp | 82.2%-59.4pp | 67.6%-44.9pp |
| Annual return | 16.05% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,103 | $6,644-53.3% | $8,070-61.5% | $4,296-27.8% |
| Admin fee / account holder | $464 | $7,941-94.2% | $12,998-96.4% | $6,918-93.3% |