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 | $57,536 | $95,803-39.9% | $113,168-49.2% | $84,808-32.2% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 15.87% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,683 | $4,242-13.2% | $5,107-27.9% | $4,212-12.5% |
| Admin fee / account holder | $2,957 | $8,989-67.1% | $12,068-75.5% | $7,344-59.7% |