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 6-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 | $31,963 | $68,719-53.5% | $91,541-65.1% | $84,808-62.3% |
| Participation rate | 23.3% | 64.5%-41.3pp | 69.8%-46.5pp | 68.3%-45.1pp |
| Annual return | 21.12% | 19.12%+2.0pp | 20.50%+0.6pp | 40.90%-19.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,764 | $3,136-43.8% | $4,008-56.0% | $4,212-58.1% |
| Admin fee / account holder | $846 | $5,786-85.4% | $6,956-87.8% | $7,344-88.5% |