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 | $68,855 | $95,803-28.1% | $113,168-39.2% | $84,808-18.8% |
| Participation rate | 52.5% | 72.9%-20.4pp | 76.6%-24.1pp | 68.3%-15.8pp |
| Annual return | 21.79% | 25.00%-3.2pp | 24.27%-2.5pp | 40.90%-19.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,742 | $4,242+106.1% | $5,107+71.2% | $4,212+107.6% |
| Admin fee / account holder | $11,696 | $8,989+30.1% | $12,068-3.1% | $7,344+59.3% |