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 | $25,746 | $53,516-51.9% | $126,539-79.7% | $84,808-69.6% |
| Participation rate | 15.6% | 58.2%-42.6pp | 69.8%-54.2pp | 68.3%-52.7pp |
| Annual return | 17.48% | 58.34%-40.9pp | 425.95%-408.5pp | 40.90%-23.4pp |
| Employer contribution / active EE | $466 | $1,535-69.7% | $3,674-87.3% | $2,631-82.3% |
| Participant deferral / active EE | $871 | $2,671-67.4% | $4,083-78.7% | $4,212-79.3% |
| Admin fee / account holder | $1,252 | $4,497-72.2% | $6,065-79.4% | $7,344-83.0% |