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 | $83,162 | $95,416-12.8% | $185,823-55.2% | $85,850-3.1% |
| Participation rate | 26.8% | 68.8%-41.9pp | 81.7%-54.9pp | 69.3%-42.5pp |
| Annual return | 11.73% | 23.59%-11.9pp | 122.05%-110.3pp | 318.53%-306.8pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $5,167-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,009 | $3,423-41.3% | $5,568-63.9% | $3,952-49.2% |
| Admin fee / account holder | $15,460 | $7,213+114.3% | $16,237-4.8% | $6,260+147.0% |