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 5-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 | $15,697 | $74,888-79.0% | $71,209-78.0% | $142,382-89.0% |
| Participation rate | 28.6% | 76.2%-47.7pp | 73.8%-45.2pp | 80.1%-51.5pp |
| Annual return | 14.79% | 345.14%-330.4pp | 282.51%-267.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,170 | $4,454-73.7% | $4,175-72.0% | $6,507-82.0% |
| Admin fee / account holder | $5,062 | $5,568-9.1% | $5,349-5.4% | $12,624-59.9% |