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 | $31,628 | $100,923-68.7% | $150,045-78.9% | $74,304-57.4% |
| Participation rate | 46.3% | 70.1%-23.8pp | 82.3%-36.1pp | 60.3%-14.1pp |
| Annual return | 23.23% | 51.77%-28.5pp | 62.55%-39.3pp | 29.43%-6.2pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $7,184 | $6,709+7.1% | $7,997-10.2% | $3,767+90.7% |
| Admin fee / account holder | $1,173 | $2,767-57.6% | $13,435-91.3% | $2,969-60.5% |