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 | $19,652 | $31,310-37.2% | $53,898-63.5% | $74,304-73.6% |
| Participation rate | 8.2% | 30.7%-22.5pp | 55.0%-46.8pp | 60.3%-52.2pp |
| Annual return | 18.65% | 23.16%-4.5pp | 528.60%-510.0pp | 29.43%-10.8pp |
| Employer contribution / active EE | $283 | $450-37.0% | $932-69.6% | $2,241-87.4% |
| Participant deferral / active EE | $396 | $934-57.6% | $1,826-78.3% | $3,767-89.5% |
| Admin fee / account holder | $2,183 | $2,175+0.3% | $2,491-12.4% | $2,969-26.5% |