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 9-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 | $31,018 | $53,127-41.6% | $86,590-64.2% | $70,131-55.8% |
| Participation rate | 30.3% | 65.3%-35.0pp | 73.5%-43.2pp | 69.5%-39.2pp |
| Annual return | 16.01% | 27.66%-11.6pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,188 | $2,696-18.8% | $3,609-39.4% | $3,332-34.3% |
| Admin fee / account holder | $610 | $3,585-83.0% | $4,906-87.6% | $4,645-86.9% |