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 | $60,324 | $106,749-43.5% | $145,433-58.5% | $82,448-26.8% |
| Participation rate | 37.5% | 75.6%-38.1pp | 82.1%-44.6pp | 68.1%-30.6pp |
| Annual return | 68.52% | 27.59%+40.9pp | 66.58%+1.9pp | 41.64%+26.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,663 | $6,519-43.8% | $7,897-53.6% | $4,139-11.5% |
| Admin fee / account holder | $994 | $8,390-88.2% | $13,129-92.4% | $7,234-86.3% |