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 | $34,231 | $71,050-51.8% | $93,606-63.4% | $80,856-57.7% |
| Participation rate | 53.5% | 60.4%-6.9pp | 68.7%-15.2pp | 67.6%-14.1pp |
| Annual return | 19.12% | 11.26%+7.9pp | 133.20%-114.1pp | 35.59%-16.5pp |
| Employer contribution / active EE | $835 | $1,564-46.6% | $2,420-65.5% | $2,755-69.7% |
| Participant deferral / active EE | $2,422 | $4,034-40.0% | $4,411-45.1% | $4,296-43.6% |
| Admin fee / account holder | $2,889 | $6,945-58.4% | $8,285-65.1% | $6,918-58.2% |