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 | $17,314 | $29,667-41.6% | $56,441-69.3% | $80,874-78.6% |
| Participation rate | 13.5% | 41.7%-28.2pp | 52.5%-39.0pp | 67.6%-54.1pp |
| Annual return | 11.10% | 35.22%-24.1pp | 1704.21%-1693.1pp | 35.62%-24.5pp |
| Employer contribution / active EE | $225 | $669-66.4% | $1,039-78.4% | $2,756-91.8% |
| Participant deferral / active EE | $307 | $1,227-75.0% | $1,953-84.3% | $4,297-92.9% |
| Admin fee / account holder | $402 | $2,429-83.5% | $2,829-85.8% | $6,935-94.2% |