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 | $10,700 | $77,899-86.3% | $149,673-92.9% | $75,163-85.8% |
| Participation rate | 33.3% | 65.6%-32.2pp | 78.8%-45.4pp | 67.2%-33.9pp |
| Annual return | 28.04% | 31.72%-3.7pp | 134.42%-106.4pp | 160.62%-132.6pp |
| Employer contribution / active EE | $0 | $3,137-100.0% | $4,818-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,642 | $3,411-22.6% | $5,680-53.5% | $4,125-36.0% |
| Admin fee / account holder | $1,530 | $5,956-74.3% | $13,210-88.4% | $5,651-72.9% |