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 | $49,591 | $80,717-38.6% | $154,803-68.0% | $84,808-41.5% |
| Participation rate | 23.1% | 66.8%-43.7pp | 78.1%-55.0pp | 68.3%-45.2pp |
| Annual return | 13.50% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,960 | $3,303-40.7% | $5,540-64.6% | $4,212-53.5% |
| Admin fee / account holder | $15,911 | $6,746+135.9% | $14,329+11.0% | $7,344+116.7% |