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 | $67,598 | $101,724-33.5% | $164,813-59.0% | $80,856-16.4% |
| Participation rate | 67.6% | 71.8%-4.2pp | 78.6%-11.0pp | 67.6%0pp |
| Annual return | 12.75% | 16.72%-4.0pp | 69.93%-57.2pp | 35.59%-22.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,909 | $4,477+121.3% | $6,031+64.3% | $4,296+130.7% |
| Admin fee / account holder | $66,242 | $8,227+705.2% | $12,690+422.0% | $6,918+857.5% |