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 | $12,389 | $58,208-78.7% | $81,812-84.9% | $80,856-84.7% |
| Participation rate | 54.5% | 63.4%-8.9pp | 72.3%-17.8pp | 67.6%-13.1pp |
| Annual return | 14.11% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $810 | $2,340-65.4% | $2,912-72.2% | $2,755-70.6% |
| Participant deferral / active EE | $2,429 | $3,281-26.0% | $4,319-43.8% | $4,296-43.5% |
| Admin fee / account holder | $3,853 | $4,981-22.6% | $7,386-47.8% | $6,918-44.3% |