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 9-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 | $78,089 | $109,359-28.6% | $162,163-51.8% | $72,985+7.0% |
| Participation rate | 52.9% | 84.3%-31.3pp | 87.6%-34.6pp | 69.5%-16.5pp |
| Annual return | 24.56% | 25.46%-0.9pp | 115.59%-91.0pp | 81.00%-56.4pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,112 | $5,481+11.5% | $7,298-16.3% | $3,607+69.4% |
| Admin fee / account holder | $1,618 | $7,972-79.7% | $10,843-85.1% | $5,124-68.4% |