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 | $40,208 | $93,170-56.8% | $100,534-60.0% | $84,808-52.6% |
| Participation rate | 52.0% | 75.8%-23.8pp | 80.6%-28.6pp | 68.3%-16.3pp |
| Annual return | 23.79% | 47.13%-23.3pp | 32.66%-8.9pp | 40.90%-17.1pp |
| Employer contribution / active EE | $2,403 | $3,985-39.7% | $4,346-44.7% | $2,631-8.7% |
| Participant deferral / active EE | $4,481 | $5,699-21.4% | $6,144-27.1% | $4,212+6.4% |
| Admin fee / account holder | $2,904 | $7,382-60.7% | $7,654-62.1% | $7,344-60.5% |