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 | $51,638-18.7% | $68,368-38.6% | $82,448-49.1% |
| Participation rate | 44.1% | 63.6%-19.5pp | 73.8%-29.6pp | 68.1%-24.0pp |
| Annual return | 21.33% | 37.53%-16.2pp | 292.57%-271.2pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,481 | $2,047-27.6% | $2,649-44.1% | $2,551-42.0% |
| Participant deferral / active EE | $2,076 | $2,914-28.7% | $4,123-49.6% | $4,139-49.8% |
| Admin fee / account holder | $1,998 | $4,643-57.0% | $5,150-61.2% | $7,234-72.4% |