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 9-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 | $65,254 | $104,664-37.7% | $85,682-23.8% | $167,490-61.0% |
| Participation rate | 62.5% | 76.4%-13.9pp | 69.9%-7.4pp | 82.1%-19.6pp |
| Annual return | 11.74% | 21.45%-9.7pp | 21.49%-9.8pp | 478.56%-466.8pp |
| Employer contribution / active EE | $0 | $3,337-100.0% | $2,618-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,477 | $4,824-48.7% | $3,923-36.8% | $6,341-60.9% |
| Admin fee / account holder | $11,456 | $10,032+14.2% | $6,873+66.7% | $12,309-6.9% |