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 3-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 | $12,816 | $56,053-77.1% | $75,972-83.1% | $80,856-84.1% |
| Participation rate | 42.1% | 62.0%-19.9pp | 69.1%-26.9pp | 67.6%-25.5pp |
| Annual return | 11.74% | 20.53%-8.8pp | 359.55%-347.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $749 | $1,874-60.0% | $2,685-72.1% | $2,755-72.8% |
| Participant deferral / active EE | $1,290 | $3,052-57.7% | $4,255-69.7% | $4,296-70.0% |
| Admin fee / account holder | $556 | $5,234-89.4% | $6,467-91.4% | $6,918-92.0% |