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 | $46,910 | $77,503-39.5% | $100,391-53.3% | $80,856-42.0% |
| Participation rate | 61.2% | 76.9%-15.7pp | 81.5%-20.3pp | 67.6%-6.4pp |
| Annual return | 16.29% | 37.20%-20.9pp | 49.20%-32.9pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $9,637 | $6,820+41.3% | $8,082+19.2% | $4,296+124.3% |
| Admin fee / account holder | $3,744 | $5,897-36.5% | $7,899-52.6% | $6,918-45.9% |