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 8-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 | $58,351 | $124,425-53.1% | $112,040-47.9% | $137,256-57.5% |
| Participation rate | 57.9% | 79.3%-21.4pp | 76.5%-18.6pp | 80.0%-22.1pp |
| Annual return | 11.82% | 24.72%-12.9pp | 24.52%-12.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $0 | $3,411-100.0% | $2,954-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $13,914 | $5,718+143.3% | $5,098+173.0% | $6,407+117.2% |
| Admin fee / account holder | $27,972 | $15,207+83.9% | $12,098+131.2% | $12,270+128.0% |