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 | $40,930 | $57,016-28.2% | $84,966-51.8% | $80,856-49.4% |
| Participation rate | 38.2% | 56.3%-18.2pp | 67.5%-29.3pp | 67.6%-29.5pp |
| Annual return | 12.94% | 21.66%-8.7pp | 66.38%-53.4pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,085 | $1,798-39.6% | $2,727-60.2% | $2,755-60.6% |
| Participant deferral / active EE | $2,390 | $3,110-23.1% | $4,519-47.1% | $4,296-44.4% |
| Admin fee / account holder | $2,459 | $4,980-50.6% | $6,149-60.0% | $6,918-64.4% |