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 | $19,327 | $127,065-84.8% | $113,168-82.9% | $142,382-86.4% |
| Participation rate | 5.9% | 79.2%-73.3pp | 76.6%-70.7pp | 80.1%-74.2pp |
| Annual return | 14.06% | 24.03%-10.0pp | 24.27%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,236 | $5,716-43.4% | $5,107-36.6% | $6,507-50.3% |
| Admin fee / account holder | $59,325 | $15,736+277.0% | $12,068+391.6% | $12,624+369.9% |