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 4-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 | $17,328 | $58,208-70.2% | $81,812-78.8% | $80,856-78.6% |
| Participation rate | 21.9% | 63.4%-41.5pp | 72.3%-50.5pp | 67.6%-45.8pp |
| Annual return | 12.85% | 41.66%-28.8pp | 773.79%-760.9pp | 35.59%-22.7pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,768 | $3,281-46.1% | $4,319-59.1% | $4,296-58.8% |
| Admin fee / account holder | $1,521 | $4,981-69.5% | $7,386-79.4% | $6,918-78.0% |