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 | $120,613 | $109,413+10.2% | $156,263-22.8% | $84,808+42.2% |
| Participation rate | 0.0% | 72.7%-72.7pp | 78.9%-78.9pp | 68.3%-68.3pp |
| Annual return | 15.02% | 20.18%-5.2pp | 59.47%-44.4pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,760 | $4,590+3.7% | $6,158-22.7% | $4,212+13.0% |
| Admin fee / account holder | $1,680 | $9,357-82.0% | $14,255-88.2% | $7,344-77.1% |