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 | $21,190 | $52,353-59.5% | $120,225-82.4% | $82,448-74.3% |
| Participation rate | 18.8% | 58.3%-39.6pp | 69.6%-50.8pp | 68.1%-49.3pp |
| Annual return | 14.12% | 61.85%-47.7pp | 439.23%-425.1pp | 41.64%-27.5pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $818 | $2,627-68.9% | $3,999-79.5% | $4,139-80.2% |
| Admin fee / account holder | $6,367 | $4,363+45.9% | $5,696+11.8% | $7,234-12.0% |