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 4-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 | $34,471 | $80,717-57.3% | $154,803-77.7% | $84,808-59.4% |
| Participation rate | 37.2% | 66.8%-29.6pp | 78.1%-40.9pp | 68.3%-31.1pp |
| Annual return | 32.66% | 37.96%-5.3pp | 58.88%-26.2pp | 40.90%-8.2pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,219 | $3,303-2.5% | $5,540-41.9% | $4,212-23.6% |
| Admin fee / account holder | $2,757 | $6,746-59.1% | $14,329-80.8% | $7,344-62.5% |