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 | $28,650 | $76,552-62.6% | $123,892-76.9% | $62,891-54.4% |
| Participation rate | 32.1% | 73.0%-40.8pp | 81.4%-49.3pp | 69.3%-37.2pp |
| Annual return | 8.39% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $863 | $2,883-70.1% | $4,617-81.3% | $2,281-62.2% |
| Participant deferral / active EE | $2,801 | $4,840-42.1% | $5,984-53.2% | $3,203-12.6% |
| Admin fee / account holder | $441 | $4,826-90.9% | $8,357-94.7% | $4,296-89.7% |