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 | $45,675 | $70,428-35.1% | $96,562-52.7% | $85,850-46.8% |
| Participation rate | 44.8% | 61.8%-17.0pp | 69.8%-25.0pp | 69.3%-24.5pp |
| Annual return | 12.67% | 18.59%-5.9pp | 37.78%-25.1pp | 318.53%-305.9pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,316 | $2,894-20.0% | $3,849-39.8% | $3,952-41.4% |
| Admin fee / account holder | $3,580 | $4,997-28.4% | $6,181-42.1% | $6,260-42.8% |