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 | $71,095 | $73,933-3.8% | $96,683-26.5% | $75,163-5.4% |
| Participation rate | 48.0% | 66.4%-18.4pp | 74.3%-26.3pp | 67.2%-19.2pp |
| Annual return | 18.67% | 26.70%-8.0pp | 35.69%-17.0pp | 160.62%-141.9pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,700 | $3,659-26.2% | $4,878-44.7% | $4,125-34.6% |
| Admin fee / account holder | $861 | $5,216-83.5% | $6,730-87.2% | $5,651-84.8% |