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 | $56,282 | $63,764-11.7% | $81,930-31.3% | $79,858-29.5% |
| Participation rate | 56.0% | 67.5%-11.5pp | 72.0%-16.0pp | 69.6%-13.6pp |
| Annual return | 20.28% | 22.66%-2.4pp | 29.49%-9.2pp | 31.71%-11.4pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,933 | $2,780+77.4% | $7,107-30.6% | $3,740+31.9% |
| Admin fee / account holder | $1,863 | $4,426-57.9% | $5,158-63.9% | $5,306-64.9% |