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 | $34,731 | $49,227-29.4% | $70,449-50.7% | $79,858-56.5% |
| Participation rate | 46.2% | 69.2%-23.0pp | 75.1%-28.9pp | 69.6%-23.5pp |
| Annual return | 17.68% | 30.06%-12.4pp | 109.03%-91.4pp | 31.71%-14.0pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,244 | $2,768+17.2% | $3,709-12.5% | $3,740-13.3% |
| Admin fee / account holder | $1,800 | $2,878-37.5% | $3,845-53.2% | $5,306-66.1% |