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 9-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 | $10,297 | $58,208-82.3% | $81,812-87.4% | $80,856-87.3% |
| Participation rate | 45.9% | 63.4%-17.5pp | 72.3%-26.4pp | 67.6%-21.7pp |
| Annual return | 14.55% | 41.66%-27.1pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $519 | $2,340-77.8% | $2,912-82.2% | $2,755-81.2% |
| Participant deferral / active EE | $917 | $3,281-72.1% | $4,319-78.8% | $4,296-78.7% |
| Admin fee / account holder | $837 | $4,981-83.2% | $7,386-88.7% | $6,918-87.9% |