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 | $109,881-71.6% | $150,045-79.2% | $84,808-63.2% |
| Participation rate | 28.8% | 76.1%-47.2pp | 82.3%-53.5pp | 68.3%-39.5pp |
| Annual return | 19.61% | 28.25%-8.6pp | 62.55%-42.9pp | 40.90%-21.3pp |
| Employer contribution / active EE | $1,108 | $3,561-68.9% | $4,693-76.4% | $2,631-57.9% |
| Participant deferral / active EE | $3,063 | $6,636-53.8% | $7,997-61.7% | $4,212-27.3% |
| Admin fee / account holder | $1,329 | $8,568-84.5% | $13,435-90.1% | $7,344-81.9% |