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 3-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 | $10,129 | $51,638-80.4% | $68,368-85.2% | $82,448-87.7% |
| Participation rate | 55.6% | 63.6%-8.1pp | 73.8%-18.2pp | 68.1%-12.5pp |
| Annual return | 19.68% | 37.53%-17.9pp | 292.57%-272.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,583 | $2,914-45.7% | $4,123-61.6% | $4,139-61.8% |
| Admin fee / account holder | $612 | $4,643-86.8% | $5,150-88.1% | $7,234-91.5% |