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 | $58,627-36.5% | $76,735-51.5% | $82,448-54.8% |
| Participation rate | 32.4% | 63.2%-30.9pp | 69.5%-37.1pp | 68.1%-35.7pp |
| Annual return | 21.27% | 39.10%-17.8pp | 29.77%-8.5pp | 41.64%-20.4pp |
| Employer contribution / active EE | $1,333 | $1,729-22.9% | $2,454-45.7% | $2,551-47.7% |
| Participant deferral / active EE | $2,170 | $3,134-30.7% | $4,088-46.9% | $4,139-47.6% |
| Admin fee / account holder | $512 | $5,323-90.4% | $7,189-92.9% | $7,234-92.9% |