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 | $53,516-76.4% | $126,539-90.0% | $84,808-85.1% |
| Participation rate | 28.3% | 58.2%-29.9pp | 69.8%-41.5pp | 68.3%-40.0pp |
| Annual return | 21.74% | 58.34%-36.6pp | 425.95%-404.2pp | 40.90%-19.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,856 | $2,671-30.5% | $4,083-54.5% | $4,212-55.9% |
| Admin fee / account holder | $1,788 | $4,497-60.2% | $6,065-70.5% | $7,344-75.7% |