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 | $67,789 | $71,050-4.6% | $93,606-27.6% | $80,856-16.2% |
| Participation rate | 30.5% | 60.4%-29.9pp | 68.7%-38.2pp | 67.6%-37.2pp |
| Annual return | 11.30% | 11.26%0pp | 133.20%-121.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $0 | $1,564-100.0% | $2,420-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,126 | $4,034-47.3% | $4,411-51.8% | $4,296-50.5% |
| Admin fee / account holder | $3,708 | $6,945-46.6% | $8,285-55.2% | $6,918-46.4% |