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 | $11,518 | $107,452-89.3% | $91,541-87.4% | $142,382-91.9% |
| Participation rate | 40.0% | 75.1%-35.1pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 14.36% | 22.06%-7.7pp | 20.50%-6.1pp | 217.08%-202.7pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,080 | $4,754-77.3% | $4,008-73.1% | $6,507-83.4% |
| Admin fee / account holder | $1,859 | $8,834-79.0% | $6,956-73.3% | $12,624-85.3% |