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 | $72,657 | $76,407-4.9% | $150,298-51.7% | $82,448-11.9% |
| Participation rate | 20.0% | 66.4%-46.4pp | 77.8%-57.8pp | 68.1%-48.1pp |
| Annual return | 15.34% | 39.99%-24.7pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $334 | $2,614-87.2% | $4,154-92.0% | $2,551-86.9% |
| Participant deferral / active EE | $1,380 | $3,214-57.1% | $5,453-74.7% | $4,139-66.7% |
| Admin fee / account holder | $859 | $6,352-86.5% | $14,116-93.9% | $7,234-88.1% |