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 | $21,807 | $58,208-62.5% | $81,812-73.3% | $80,856-73.0% |
| Participation rate | 26.8% | 63.4%-36.7pp | 72.3%-45.6pp | 67.6%-40.9pp |
| Annual return | 14.21% | 41.66%-27.5pp | 773.79%-759.6pp | 35.59%-21.4pp |
| Employer contribution / active EE | $774 | $2,340-66.9% | $2,912-73.4% | $2,755-71.9% |
| Participant deferral / active EE | $1,086 | $3,281-66.9% | $4,319-74.8% | $4,296-74.7% |
| Admin fee / account holder | $902 | $4,981-81.9% | $7,386-87.8% | $6,918-87.0% |