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 | $127,065-54.1% | $113,168-48.4% | $142,382-59.0% |
| Participation rate | 57.9% | 79.2%-21.3pp | 76.6%-18.7pp | 80.1%-22.2pp |
| Annual return | 11.82% | 24.03%-12.2pp | 24.27%-12.4pp | 217.08%-205.3pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,914 | $5,716+143.4% | $5,107+172.5% | $6,507+113.8% |
| Admin fee / account holder | $27,972 | $15,736+77.8% | $12,068+131.8% | $12,624+121.6% |