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 | $28,257 | $48,795-42.1% | $65,493-56.9% | $84,808-66.7% |
| Participation rate | 29.7% | 67.0%-37.2pp | 73.1%-43.4pp | 68.3%-38.6pp |
| Annual return | 20.06% | 20.20%-0.1pp | 982.45%-962.4pp | 40.90%-20.8pp |
| Employer contribution / active EE | $546 | $1,930-71.7% | $2,574-78.8% | $2,631-79.2% |
| Participant deferral / active EE | $1,487 | $2,928-49.2% | $3,961-62.5% | $4,212-64.7% |
| Admin fee / account holder | $3,474 | $3,877-10.4% | $5,028-30.9% | $7,344-52.7% |