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 | $29,149 | $81,248-64.1% | $155,509-81.3% | $80,856-63.9% |
| Participation rate | 46.4% | 66.2%-19.8pp | 78.2%-31.8pp | 67.6%-21.2pp |
| Annual return | 17.00% | 33.31%-16.3pp | 64.67%-47.7pp | 35.59%-18.6pp |
| Employer contribution / active EE | $1,056 | $3,100-66.0% | $4,672-77.4% | $2,755-61.7% |
| Participant deferral / active EE | $3,573 | $3,452+3.5% | $5,626-36.5% | $4,296-16.8% |
| Admin fee / account holder | $2,868 | $7,997-64.1% | $15,912-82.0% | $6,918-58.5% |