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 | $21,166 | $77,314-72.6% | $177,989-88.1% | $80,856-73.8% |
| Participation rate | 26.0% | 65.7%-39.7pp | 77.1%-51.1pp | 67.6%-41.6pp |
| Annual return | 11.81% | 18.09%-6.3pp | 294.48%-282.7pp | 35.59%-23.8pp |
| Employer contribution / active EE | $720 | $2,292-68.6% | $3,949-81.8% | $2,755-73.9% |
| Participant deferral / active EE | $1,836 | $4,411-58.4% | $6,276-70.7% | $4,296-57.3% |
| Admin fee / account holder | $4,625 | $7,191-35.7% | $10,363-55.4% | $6,918-33.2% |