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 3-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 | $13,235 | $58,208-77.3% | $81,812-83.8% | $80,856-83.6% |
| Participation rate | 36.5% | 63.4%-26.9pp | 72.3%-35.9pp | 67.6%-31.2pp |
| Annual return | 18.95% | 41.66%-22.7pp | 773.79%-754.8pp | 35.59%-16.6pp |
| Employer contribution / active EE | $731 | $2,340-68.8% | $2,912-74.9% | $2,755-73.5% |
| Participant deferral / active EE | $1,572 | $3,281-52.1% | $4,319-63.6% | $4,296-63.4% |
| Admin fee / account holder | $1,021 | $4,981-79.5% | $7,386-86.2% | $6,918-85.2% |