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 | $64,769 | $109,881-41.1% | $150,045-56.8% | $84,808-23.6% |
| Participation rate | 60.7% | 76.1%-15.4pp | 82.3%-21.6pp | 68.3%-7.6pp |
| Annual return | 21.41% | 28.25%-6.8pp | 62.55%-41.1pp | 40.90%-19.5pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,814 | $6,636+63.0% | $7,997+35.2% | $4,212+156.8% |
| Admin fee / account holder | $3,869 | $8,568-54.8% | $13,435-71.2% | $7,344-47.3% |