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 | $13,412 | $55,415-75.8% | $155,509-91.4% | $74,495-82.0% |
| Participation rate | 33.0% | 61.9%-28.9pp | 78.2%-45.2pp | 67.2%-34.2pp |
| Annual return | 20.76% | 268.50%-247.7pp | 64.67%-43.9pp | 1364.94%-1344.2pp |
| Employer contribution / active EE | $794 | $2,267-65.0% | $4,672-83.0% | $2,623-69.7% |
| Participant deferral / active EE | $1,485 | $2,836-47.6% | $5,626-73.6% | $4,346-65.8% |
| Admin fee / account holder | $550 | $1,738-68.3% | $15,912-96.5% | $1,942-71.7% |