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 | $30,635 | $64,480-52.5% | $81,382-62.4% | $80,856-62.1% |
| Participation rate | 47.0% | 63.9%-16.9pp | 69.5%-22.5pp | 67.6%-20.7pp |
| Annual return | 14.77% | 16.34%-1.6pp | 24.73%-10.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,463-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,619 | $3,094-15.4% | $3,883-32.6% | $4,296-39.0% |
| Admin fee / account holder | $8,865 | $5,671+56.3% | $5,768+53.7% | $6,918+28.1% |