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 8-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 | $17,895 | $77,314-76.9% | $177,989-89.9% | $80,856-77.9% |
| Participation rate | 38.2% | 65.7%-27.5pp | 77.1%-38.8pp | 67.6%-29.4pp |
| Annual return | 26.65% | 18.09%+8.6pp | 294.48%-267.8pp | 35.59%-8.9pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,594 | $4,411-63.9% | $6,276-74.6% | $4,296-62.9% |
| Admin fee / account holder | $659 | $7,191-90.8% | $10,363-93.6% | $6,918-90.5% |