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 | $37,794 | $94,338-59.9% | $100,534-62.4% | $142,382-73.5% |
| Participation rate | 66.7% | 81.7%-15.1pp | 80.6%-13.9pp | 80.1%-13.5pp |
| Annual return | 15.78% | 29.20%-13.4pp | 32.66%-16.9pp | 217.08%-201.3pp |
| Employer contribution / active EE | $0 | $4,237-100.0% | $4,346-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $13,704 | $5,934+130.9% | $6,144+123.1% | $6,507+110.6% |
| Admin fee / account holder | $21,039 | $8,421+149.8% | $7,654+174.9% | $12,624+66.7% |