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 | $49,729 | $49,915-0.4% | $154,803-67.9% | $74,304-33.1% |
| Participation rate | 31.0% | 54.0%-22.9pp | 78.1%-47.0pp | 60.3%-29.3pp |
| Annual return | 19.46% | 34.06%-14.6pp | 58.88%-39.4pp | 29.43%-10.0pp |
| Employer contribution / active EE | $1,150 | $1,611-28.6% | $4,305-73.3% | $2,241-48.7% |
| Participant deferral / active EE | $4,732 | $2,255+109.9% | $5,540-14.6% | $3,767+25.6% |
| Admin fee / account holder | $1,406 | $2,189-35.8% | $14,329-90.2% | $2,969-52.7% |