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 | $13,575 | $60,022-77.4% | $88,946-84.7% | $84,808-84.0% |
| Participation rate | 38.9% | 57.8%-19.0pp | 68.8%-30.0pp | 68.3%-29.4pp |
| Annual return | 19.21% | 22.43%-3.2pp | 57.82%-38.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $872 | $1,703-48.8% | $2,555-65.9% | $2,631-66.9% |
| Participant deferral / active EE | $1,107 | $3,114-64.5% | $4,581-75.8% | $4,212-73.7% |
| Admin fee / account holder | $1,277 | $4,811-73.4% | $8,261-84.5% | $7,344-82.6% |