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 8-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 | $41,211 | $103,376-60.1% | $87,100-52.7% | $152,861-73.0% |
| Participation rate | 38.5% | 79.3%-40.9pp | 76.9%-38.4pp | 82.4%-44.0pp |
| Annual return | 13.09% | 28.10%-15.0pp | 28.19%-15.1pp | 345.32%-332.2pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,748 | $4,778-42.5% | $4,049-32.1% | $5,850-53.0% |
| Admin fee / account holder | $15,049 | $12,205+23.3% | $7,497+100.7% | $11,596+29.8% |