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 6-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 | $67,095 | $162,781-58.8% | $133,956-49.9% | $158,922-57.8% |
| Participation rate | 52.6% | 83.2%-30.6pp | 79.8%-27.2pp | 82.0%-29.3pp |
| Annual return | 16.22% | 41.94%-25.7pp | 45.09%-28.9pp | 302.83%-286.6pp |
| Employer contribution / active EE | $0 | $4,975-100.0% | $3,919-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,253 | $5,911-61.9% | $5,048-55.4% | $5,982-62.3% |
| Admin fee / account holder | $1,014 | $11,736-91.4% | $8,927-88.6% | $11,246-91.0% |