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 3-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 | $30,605 | $117,841-74.0% | $102,423-70.1% | $145,922-79.0% |
| Participation rate | 36.8% | 78.6%-41.7pp | 76.5%-39.6pp | 80.3%-43.4pp |
| Annual return | 16.20% | 31.65%-15.4pp | 29.32%-13.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,484 | $5,731-39.2% | $5,053-31.0% | $6,688-47.9% |
| Admin fee / account holder | $5,749 | $13,326-56.9% | $9,451-39.2% | $13,397-57.1% |