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 | $31,413 | $49,922-37.1% | $80,569-61.0% | $75,163-58.2% |
| Participation rate | 40.7% | 55.3%-14.6pp | 67.0%-26.3pp | 67.2%-26.5pp |
| Annual return | 19.00% | 34.69%-15.7pp | 935.43%-916.4pp | 160.62%-141.6pp |
| Employer contribution / active EE | $971 | $1,698-42.8% | $2,723-64.4% | $2,670-63.6% |
| Participant deferral / active EE | $2,121 | $2,990-29.1% | $4,447-52.3% | $4,125-48.6% |
| Admin fee / account holder | $3,380 | $3,577-5.5% | $5,377-37.1% | $5,651-40.2% |