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 | $29,113 | $57,057-49.0% | $85,009-65.8% | $80,874-64.0% |
| Participation rate | 29.0% | 56.4%-27.3pp | 67.5%-38.5pp | 67.6%-38.6pp |
| Annual return | 16.60% | 21.66%-5.1pp | 66.47%-49.9pp | 35.62%-19.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,837 | $3,112-8.8% | $4,522-37.3% | $4,297-34.0% |
| Admin fee / account holder | $55,219 | $4,986+1007.5% | $6,153+797.5% | $6,935+696.2% |