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 3-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 | $37,241 | $60,892-38.8% | $82,389-54.8% | $84,808-56.1% |
| Participation rate | 32.4% | 63.3%-30.9pp | 69.5%-37.2pp | 68.3%-36.0pp |
| Annual return | 21.27% | 37.29%-16.0pp | 28.67%-7.4pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,333 | $1,779-25.1% | $2,517-47.0% | $2,631-49.3% |
| Participant deferral / active EE | $2,170 | $3,179-31.7% | $4,155-47.8% | $4,212-48.5% |
| Admin fee / account holder | $512 | $5,467-90.6% | $7,231-92.9% | $7,344-93.0% |