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 | $8,294 | $80,717-89.7% | $154,803-94.6% | $84,808-90.2% |
| Participation rate | 31.8% | 66.8%-35.0pp | 78.1%-46.3pp | 68.3%-36.5pp |
| Annual return | 23.87% | 37.96%-14.1pp | 58.88%-35.0pp | 40.90%-17.0pp |
| Employer contribution / active EE | $807 | $2,761-70.8% | $4,305-81.2% | $2,631-69.3% |
| Participant deferral / active EE | $995 | $3,303-69.9% | $5,540-82.0% | $4,212-76.4% |
| Admin fee / account holder | $2,282 | $6,746-66.2% | $14,329-84.1% | $7,344-68.9% |