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 | $38,909 | $65,561-40.7% | $91,541-57.5% | $74,304-47.6% |
| Participation rate | 16.9% | 56.6%-39.7pp | 69.8%-52.8pp | 60.3%-43.4pp |
| Annual return | 28.77% | 17.68%+11.1pp | 20.50%+8.3pp | 29.43%-0.7pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,722 | $2,918-41.0% | $4,008-57.0% | $3,767-54.3% |
| Admin fee / account holder | $3,470 | $3,333+4.1% | $6,956-50.1% | $2,969+16.9% |