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 | $12,645 | $52,353-75.8% | $120,225-89.5% | $82,448-84.7% |
| Participation rate | 28.3% | 58.3%-30.0pp | 69.6%-41.2pp | 68.1%-39.7pp |
| Annual return | 21.74% | 61.85%-40.1pp | 439.23%-417.5pp | 41.64%-19.9pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,856 | $2,627-29.3% | $3,999-53.6% | $4,139-55.2% |
| Admin fee / account holder | $1,788 | $4,363-59.0% | $5,696-68.6% | $7,234-75.3% |