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 | $10,656 | $54,705-80.5% | $71,209-85.0% | $84,808-87.4% |
| Participation rate | 63.6% | 64.1%-0.4pp | 73.8%-10.1pp | 68.3%-4.7pp |
| Annual return | 17.84% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $911 | $2,158-57.8% | $2,721-66.5% | $2,631-65.4% |
| Participant deferral / active EE | $1,480 | $3,030-51.2% | $4,175-64.5% | $4,212-64.9% |
| Admin fee / account holder | $1,783 | $4,863-63.3% | $5,349-66.7% | $7,344-75.7% |