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 | $26,785 | $52,353-48.8% | $120,225-77.7% | $82,448-67.5% |
| Participation rate | 19.2% | 58.3%-39.1pp | 69.6%-50.3pp | 68.1%-48.8pp |
| Annual return | 17.54% | 61.85%-44.3pp | 439.23%-421.7pp | 41.64%-24.1pp |
| Employer contribution / active EE | $386 | $1,510-74.4% | $3,475-88.9% | $2,551-84.9% |
| Participant deferral / active EE | $1,501 | $2,627-42.8% | $3,999-62.5% | $4,139-63.7% |
| Admin fee / account holder | $5,532 | $4,363+26.8% | $5,696-2.9% | $7,234-23.5% |