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 | $68,187 | $86,944-21.6% | $107,525-36.6% | $74,304-8.2% |
| Participation rate | 55.1% | 59.6%-4.4pp | 75.1%-20.0pp | 60.3%-5.2pp |
| Annual return | 15.40% | 23.52%-8.1pp | 181.32%-165.9pp | 29.43%-14.0pp |
| Employer contribution / active EE | $0 | $2,757-100.0% | $3,754-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $4,073 | $3,554+14.6% | $5,116-20.4% | $3,767+8.1% |
| Admin fee / account holder | $16,477 | $3,727+342.1% | $8,919+84.7% | $2,969+455.0% |