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 | $62,945 | $148,978-57.7% | $200,582-68.6% | $84,808-25.8% |
| Participation rate | 66.7% | 84.2%-17.6pp | 86.9%-20.2pp | 68.3%-1.6pp |
| Annual return | 18.69% | 28.16%-9.5pp | 42.33%-23.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $0 | $4,815-100.0% | $6,419-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $13,853 | $7,142+94.0% | $9,331+48.5% | $4,212+228.9% |
| Admin fee / account holder | $3,253 | $13,977-76.7% | $16,305-80.0% | $7,344-55.7% |