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 | $19,028 | $77,899-75.6% | $149,673-87.3% | $75,163-74.7% |
| Participation rate | 48.3% | 65.6%-17.3pp | 78.8%-30.5pp | 67.2%-18.9pp |
| Annual return | 15.71% | 31.72%-16.0pp | 134.42%-118.7pp | 160.62%-144.9pp |
| Employer contribution / active EE | $555 | $3,137-82.3% | $4,818-88.5% | $2,670-79.2% |
| Participant deferral / active EE | $1,254 | $3,411-63.2% | $5,680-77.9% | $4,125-69.6% |
| Admin fee / account holder | $1,725 | $5,956-71.0% | $13,210-86.9% | $5,651-69.5% |