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 | $75,965 | $114,381-33.6% | $107,525-29.4% | $142,382-46.6% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.1%-45.1pp | 80.1%-50.1pp |
| Annual return | 14.52% | 242.71%-228.2pp | 181.32%-166.8pp | 217.08%-202.6pp |
| Employer contribution / active EE | $0 | $4,015-100.0% | $3,754-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,302 | $5,564-40.7% | $5,116-35.5% | $6,507-49.3% |
| Admin fee / account holder | $729 | $9,860-92.6% | $8,919-91.8% | $12,624-94.2% |