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 | $37,190 | $65,561-43.3% | $91,541-59.4% | $74,304-49.9% |
| Participation rate | 40.8% | 56.6%-15.8pp | 69.8%-29.0pp | 60.3%-19.5pp |
| Annual return | 16.86% | 17.68%-0.8pp | 20.50%-3.6pp | 29.43%-12.6pp |
| Employer contribution / active EE | $1,334 | $1,717-22.3% | $2,505-46.8% | $2,241-40.5% |
| Participant deferral / active EE | $2,253 | $2,918-22.8% | $4,008-43.8% | $3,767-40.2% |
| Admin fee / account holder | $915 | $3,333-72.5% | $6,956-86.8% | $2,969-69.2% |