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 | $33,191 | $48,750-31.9% | $88,946-62.7% | $74,304-55.3% |
| Participation rate | 12.8% | 44.5%-31.7pp | 68.8%-56.0pp | 60.3%-47.5pp |
| Annual return | 32.86% | 25.91%+7.0pp | 57.82%-25.0pp | 29.43%+3.4pp |
| Employer contribution / active EE | $0 | $1,255-100.0% | $2,555-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,715 | $2,423-29.2% | $4,581-62.6% | $3,767-54.5% |
| Admin fee / account holder | $4,315 | $3,756+14.9% | $8,261-47.8% | $2,969+45.3% |