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 5-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 | $54,161 | $94,625-42.8% | $116,228-53.4% | $84,808-36.1% |
| Participation rate | 41.9% | 70.4%-28.5pp | 74.6%-32.6pp | 68.3%-26.4pp |
| Annual return | 17.17% | 20.40%-3.2pp | 90.06%-72.9pp | 40.90%-23.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,811 | $3,972-54.4% | $4,953-63.4% | $4,212-57.0% |
| Admin fee / account holder | $2,223 | $10,091-78.0% | $11,989-81.5% | $7,344-69.7% |