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 5-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 | $45,740 | $81,248-43.7% | $155,509-70.6% | $80,856-43.4% |
| Participation rate | 41.4% | 66.2%-24.9pp | 78.2%-36.8pp | 67.6%-26.3pp |
| Annual return | 12.24% | 33.31%-21.1pp | 64.67%-52.4pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,569 | $3,100-49.4% | $4,672-66.4% | $2,755-43.1% |
| Participant deferral / active EE | $3,081 | $3,452-10.7% | $5,626-45.2% | $4,296-28.3% |
| Admin fee / account holder | $598 | $7,997-92.5% | $15,912-96.2% | $6,918-91.4% |