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 6-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 | $59,210 | $105,630-43.9% | $87,507-32.3% | $273,961-78.4% |
| Participation rate | 20.0% | 78.2%-58.2pp | 73.8%-53.8pp | 83.0%-63.0pp |
| Annual return | 0.82% | 12.25%-11.4pp | 12.21%-11.4pp | 41.45%-40.6pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,544 | $3,601-57.1% | $3,149-51.0% | $5,287-70.8% |
| Admin fee / account holder | $17,557 | $4,781+267.2% | $4,221+316.0% | $10,132+73.3% |