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 | $26,834 | $58,208-53.9% | $81,812-67.2% | $80,856-66.8% |
| Participation rate | 25.0% | 63.4%-38.4pp | 72.3%-47.3pp | 67.6%-42.6pp |
| Annual return | 20.43% | 41.66%-21.2pp | 773.79%-753.4pp | 35.59%-15.2pp |
| Employer contribution / active EE | $622 | $2,340-73.4% | $2,912-78.6% | $2,755-77.4% |
| Participant deferral / active EE | $1,013 | $3,281-69.1% | $4,319-76.5% | $4,296-76.4% |
| Admin fee / account holder | $793 | $4,981-84.1% | $7,386-89.3% | $6,918-88.5% |