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 4-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 | $44,841 | $106,515-57.9% | $96,683-53.6% | $139,434-67.8% |
| Participation rate | 38.1% | 77.8%-39.7pp | 74.3%-36.2pp | 80.3%-42.2pp |
| Annual return | 16.73% | 38.43%-21.7pp | 35.69%-19.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,737-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,373 | $5,454-56.5% | $4,878-51.4% | $6,710-64.6% |
| Admin fee / account holder | $707 | $7,877-91.0% | $6,730-89.5% | $11,403-93.8% |