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 | $10,461 | $80,717-87.0% | $154,803-93.2% | $84,808-87.7% |
| Participation rate | 51.7% | 66.8%-15.1pp | 78.1%-26.3pp | 68.3%-16.6pp |
| Annual return | 17.78% | 37.96%-20.2pp | 58.88%-41.1pp | 40.90%-23.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,724 | $3,303+12.7% | $5,540-32.8% | $4,212-11.6% |
| Admin fee / account holder | $1,185 | $6,746-82.4% | $14,329-91.7% | $7,344-83.9% |