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 | $31,238 | $106,749-70.7% | $145,433-78.5% | $82,448-62.1% |
| Participation rate | 28.8% | 75.6%-46.8pp | 82.1%-53.3pp | 68.1%-39.2pp |
| Annual return | 19.61% | 27.59%-8.0pp | 66.58%-47.0pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,108 | $3,444-67.8% | $4,554-75.7% | $2,551-56.6% |
| Participant deferral / active EE | $3,063 | $6,519-53.0% | $7,897-61.2% | $4,139-26.0% |
| Admin fee / account holder | $1,329 | $8,390-84.2% | $13,129-89.9% | $7,234-81.6% |