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 | $17,011 | $56,053-69.7% | $75,972-77.6% | $80,856-79.0% |
| Participation rate | 43.9% | 62.0%-18.1pp | 69.1%-25.1pp | 67.6%-23.7pp |
| Annual return | 12.94% | 20.53%-7.6pp | 359.55%-346.6pp | 35.59%-22.7pp |
| Employer contribution / active EE | $939 | $1,874-49.9% | $2,685-65.0% | $2,755-65.9% |
| Participant deferral / active EE | $1,644 | $3,052-46.1% | $4,255-61.4% | $4,296-61.7% |
| Admin fee / account holder | $1,811 | $5,234-65.4% | $6,467-72.0% | $6,918-73.8% |