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 | $16,263 | $51,576-68.5% | $129,207-87.4% | $80,856-79.9% |
| Participation rate | 34.8% | 57.0%-22.2pp | 69.6%-34.8pp | 67.6%-32.9pp |
| Annual return | 16.05% | 20.81%-4.8pp | 9417.33%-9401.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $864 | $1,584-45.5% | $4,153-79.2% | $2,755-68.6% |
| Participant deferral / active EE | $1,004 | $2,669-62.4% | $4,168-75.9% | $4,296-76.6% |
| Admin fee / account holder | $820 | $4,305-80.9% | $7,715-89.4% | $6,918-88.1% |