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 | $45,154 | $154,228-70.7% | $145,433-69.0% | $137,256-67.1% |
| Participation rate | 52.4% | 83.8%-31.4pp | 82.1%-29.7pp | 80.0%-27.6pp |
| Annual return | 28.31% | 74.59%-46.3pp | 66.58%-38.3pp | 220.34%-192.0pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,726 | $8,216+6.2% | $7,897+10.5% | $6,407+36.2% |
| Admin fee / account holder | $58,269 | $14,344+306.2% | $13,129+343.8% | $12,270+374.9% |