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 | $14,759 | $54,705-73.0% | $71,209-79.3% | $84,808-82.6% |
| Participation rate | 55.6% | 64.1%-8.5pp | 73.8%-18.2pp | 68.3%-12.8pp |
| Annual return | 18.25% | 35.90%-17.6pp | 282.51%-264.3pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,096 | $2,158-49.2% | $2,721-59.7% | $2,631-58.3% |
| Participant deferral / active EE | $1,309 | $3,030-56.8% | $4,175-68.7% | $4,212-68.9% |
| Admin fee / account holder | $8,433 | $4,863+73.4% | $5,349+57.7% | $7,344+14.8% |