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 | $70,208 | $70,669-0.7% | $169,368-58.5% | $75,163-6.6% |
| Participation rate | 36.1% | 64.8%-28.7pp | 77.1%-41.0pp | 67.2%-31.1pp |
| Annual return | 21.29% | 36.36%-15.1pp | 405.60%-384.3pp | 160.62%-139.3pp |
| Employer contribution / active EE | $812 | $2,211-63.3% | $4,013-79.8% | $2,670-69.6% |
| Participant deferral / active EE | $3,498 | $4,311-18.8% | $6,221-43.8% | $4,125-15.2% |
| Admin fee / account holder | $2,279 | $5,402-57.8% | $9,003-74.7% | $5,651-59.7% |