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 | $76,407-54.9% | $150,298-77.1% | $82,448-58.2% |
| Participation rate | 37.2% | 66.4%-29.2pp | 77.8%-40.6pp | 68.1%-30.9pp |
| Annual return | 32.66% | 39.99%-7.3pp | 62.79%-30.1pp | 41.64%-9.0pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,219 | $3,214+0.2% | $5,453-41.0% | $4,139-22.2% |
| Admin fee / account holder | $2,757 | $6,352-56.6% | $14,116-80.5% | $7,234-61.9% |