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 | $32,582 | $42,886-24.0% | $88,946-63.4% | $85,563-61.9% |
| Participation rate | 5.9% | 37.9%-32.0pp | 68.8%-62.9pp | 66.0%-60.0pp |
| Annual return | 17.63% | 44.56%-26.9pp | 57.82%-40.2pp | 31.51%-13.9pp |
| Employer contribution / active EE | $181 | $1,147-84.2% | $2,555-92.9% | $2,654-93.2% |
| Participant deferral / active EE | $370 | $2,108-82.5% | $4,581-91.9% | $4,375-91.5% |
| Admin fee / account holder | $1,756 | $2,263-22.4% | $8,261-78.7% | $834+110.5% |