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 | $49,657-38.8% | $93,063-67.3% | $67,986-55.3% |
| Participation rate | 27.0% | 49.9%-22.9pp | 72.1%-45.1pp | 57.2%-30.2pp |
| Annual return | 16.75% | 26.27%-9.5pp | 34.15%-17.4pp | 31.67%-14.9pp |
| Employer contribution / active EE | $1,159 | $1,279-9.3% | $2,476-53.2% | $2,019-42.6% |
| Participant deferral / active EE | $1,951 | $2,484-21.5% | $3,958-50.7% | $3,358-41.9% |
| Admin fee / account holder | $4,418 | $2,843+55.4% | $6,033-26.8% | $3,203+37.9% |