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 5-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 | $16,362 | $58,208-71.9% | $81,812-80.0% | $80,856-79.8% |
| Participation rate | 16.9% | 63.4%-46.5pp | 72.3%-55.5pp | 67.6%-50.8pp |
| Annual return | 14.13% | 41.66%-27.5pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $912 | $3,281-72.2% | $4,319-78.9% | $4,296-78.8% |
| Admin fee / account holder | $1,394 | $4,981-72.0% | $7,386-81.1% | $6,918-79.8% |