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 | $37,756 | $73,787-48.8% | $98,716-61.8% | $82,448-54.2% |
| Participation rate | 41.2% | 61.4%-20.2pp | 69.3%-28.1pp | 68.1%-26.9pp |
| Annual return | 14.87% | 18.57%-3.7pp | 31.81%-16.9pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,446 | $3,081+11.8% | $4,048-14.9% | $4,139-16.8% |
| Admin fee / account holder | $1,413 | $6,500-78.3% | $8,703-83.8% | $7,234-80.5% |