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 | $31,595 | $94,625-66.6% | $116,228-72.8% | $84,808-62.7% |
| Participation rate | 52.0% | 70.4%-18.4pp | 74.6%-22.6pp | 68.3%-16.3pp |
| Annual return | 18.03% | 20.40%-2.4pp | 90.06%-72.0pp | 40.90%-22.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,375 | $3,972+35.3% | $4,953+8.5% | $4,212+27.6% |
| Admin fee / account holder | $5,389 | $10,091-46.6% | $11,989-55.1% | $7,344-26.6% |