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 | $20,566 | $70,669-70.9% | $169,368-87.9% | $75,163-72.6% |
| Participation rate | 37.5% | 64.8%-27.3pp | 77.1%-39.6pp | 67.2%-29.7pp |
| Annual return | 14.27% | 36.36%-22.1pp | 405.60%-391.3pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $2,211-100.0% | $4,013-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,790 | $4,311-58.5% | $6,221-71.2% | $4,125-56.6% |
| Admin fee / account holder | $2,033 | $5,402-62.4% | $9,003-77.4% | $5,651-64.0% |