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 | $7,241 | $29,319-75.3% | $52,425-86.2% | $82,448-91.2% |
| Participation rate | 29.8% | 46.9%-17.0pp | 55.6%-25.8pp | 68.1%-38.2pp |
| Annual return | 17.23% | 535.20%-518.0pp | 302.12%-284.9pp | 41.64%-24.4pp |
| Employer contribution / active EE | $427 | $586-27.3% | $914-53.3% | $2,551-83.3% |
| Participant deferral / active EE | $438 | $1,171-62.6% | $1,790-75.5% | $4,139-89.4% |
| Admin fee / account holder | $1,809 | $1,962-7.8% | $2,495-27.5% | $7,234-75.0% |