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 | $53,516-60.4% | $126,539-83.3% | $84,808-75.0% |
| Participation rate | 18.8% | 58.2%-39.5pp | 69.8%-51.1pp | 68.3%-49.6pp |
| Annual return | 14.12% | 58.34%-44.2pp | 425.95%-411.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $818 | $2,671-69.4% | $4,083-80.0% | $4,212-80.6% |
| Admin fee / account holder | $6,367 | $4,497+41.6% | $6,065+5.0% | $7,344-13.3% |