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 | $30,414 | $55,371-45.1% | $95,585-68.2% | $74,304-59.1% |
| Participation rate | 27.0% | 53.8%-26.8pp | 72.1%-45.0pp | 60.3%-33.3pp |
| Annual return | 16.75% | 24.26%-7.5pp | 38.56%-21.8pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,159 | $1,437-19.4% | $2,527-54.1% | $2,241-48.3% |
| Participant deferral / active EE | $1,951 | $2,955-34.0% | $4,023-51.5% | $3,767-48.2% |
| Admin fee / account holder | $4,418 | $2,620+68.6% | $6,127-27.9% | $2,969+48.8% |