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 | $12,557 | $54,705-77.0% | $71,209-82.4% | $84,808-85.2% |
| Participation rate | 30.0% | 64.1%-34.1pp | 73.8%-43.8pp | 68.3%-38.3pp |
| Annual return | 52.08% | 35.90%+16.2pp | 282.51%-230.4pp | 40.90%+11.2pp |
| Employer contribution / active EE | $959 | $2,158-55.6% | $2,721-64.8% | $2,631-63.6% |
| Participant deferral / active EE | $1,568 | $3,030-48.3% | $4,175-62.4% | $4,212-62.8% |
| Admin fee / account holder | $1,321 | $4,863-72.8% | $5,349-75.3% | $7,344-82.0% |