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 | $51,638-79.4% | $68,368-84.4% | $82,448-87.1% |
| Participation rate | 63.6% | 63.6%0pp | 73.8%-10.1pp | 68.1%-4.4pp |
| Annual return | 17.84% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $911 | $2,047-55.5% | $2,649-65.6% | $2,551-64.3% |
| Participant deferral / active EE | $1,480 | $2,914-49.2% | $4,123-64.1% | $4,139-64.2% |
| Admin fee / account holder | $1,783 | $4,643-61.6% | $5,150-65.4% | $7,234-75.4% |