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 | $18,916 | $48,795-61.2% | $65,493-71.1% | $84,808-77.7% |
| Participation rate | 32.5% | 67.0%-34.5pp | 73.1%-40.6pp | 68.3%-35.8pp |
| Annual return | 17.01% | 20.20%-3.2pp | 982.45%-965.4pp | 40.90%-23.9pp |
| Employer contribution / active EE | $994 | $1,930-48.5% | $2,574-61.4% | $2,631-62.2% |
| Participant deferral / active EE | $1,260 | $2,928-57.0% | $3,961-68.2% | $4,212-70.1% |
| Admin fee / account holder | $2,485 | $3,877-35.9% | $5,028-50.6% | $7,344-66.2% |