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 | $42,000 | $54,705-23.2% | $71,209-41.0% | $84,808-50.5% |
| Participation rate | 44.1% | 64.1%-20.0pp | 73.8%-29.6pp | 68.3%-24.2pp |
| Annual return | 21.33% | 35.90%-14.6pp | 282.51%-261.2pp | 40.90%-19.6pp |
| Employer contribution / active EE | $1,481 | $2,158-31.4% | $2,721-45.6% | $2,631-43.7% |
| Participant deferral / active EE | $2,076 | $3,030-31.5% | $4,175-50.3% | $4,212-50.7% |
| Admin fee / account holder | $1,998 | $4,863-58.9% | $5,349-62.6% | $7,344-72.8% |