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 6-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 | $31,185 | $79,634-60.8% | $96,707-67.8% | $79,634-60.8% |
| Participation rate | 11.1% | 62.5%-51.4pp | 80.4%-69.3pp | 62.5%-51.4pp |
| Annual return | 16.57% | 36.46%-19.9pp | 34.78%-18.2pp | 36.46%-19.9pp |
| Employer contribution / active EE | $460 | $2,529-81.8% | $4,191-89.0% | $2,529-81.8% |
| Participant deferral / active EE | $897 | $3,835-76.6% | $5,997-85.0% | $3,835-76.6% |
| Admin fee / account holder | $12,329 | $1,002+1130.5% | $7,503+64.3% | $1,002+1130.5% |