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 5-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 | $12,640 | $81,248-84.4% | $155,509-91.9% | $80,856-84.4% |
| Participation rate | 54.5% | 66.2%-11.7pp | 78.2%-23.6pp | 67.6%-13.1pp |
| Annual return | 12.48% | 33.31%-20.8pp | 64.67%-52.2pp | 35.59%-23.1pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,761 | $3,452-49.0% | $5,626-68.7% | $4,296-59.0% |
| Admin fee / account holder | $4,797 | $7,997-40.0% | $15,912-69.9% | $6,918-30.7% |