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 | $36,039 | $58,627-38.5% | $76,735-53.0% | $82,448-56.3% |
| Participation rate | 11.5% | 63.2%-51.7pp | 69.5%-58.0pp | 68.1%-56.5pp |
| Annual return | 16.08% | 39.10%-23.0pp | 29.77%-13.7pp | 41.64%-25.6pp |
| Employer contribution / active EE | $901 | $1,729-47.9% | $2,454-63.3% | $2,551-64.7% |
| Participant deferral / active EE | $1,819 | $3,134-42.0% | $4,088-55.5% | $4,139-56.1% |
| Admin fee / account holder | $2,228 | $5,323-58.1% | $7,189-69.0% | $7,234-69.2% |