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 | $7,094 | $100,773-93.0% | $88,946-92.0% | $142,382-95.0% |
| Participation rate | 57.9% | 74.3%-16.4pp | 68.8%-11.0pp | 80.1%-22.2pp |
| Annual return | 17.18% | 70.18%-53.0pp | 57.82%-40.6pp | 217.08%-199.9pp |
| Employer contribution / active EE | $922 | $2,918-68.4% | $2,555-63.9% | $4,299-78.6% |
| Participant deferral / active EE | $1,692 | $5,230-67.6% | $4,581-63.1% | $6,507-74.0% |
| Admin fee / account holder | $1,864 | $9,693-80.8% | $8,261-77.4% | $12,624-85.2% |