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 | $33,826 | $95,803-64.7% | $113,168-70.1% | $84,808-60.1% |
| Participation rate | 43.1% | 72.9%-29.7pp | 76.6%-33.4pp | 68.3%-25.2pp |
| Annual return | 23.35% | 25.00%-1.7pp | 24.27%-0.9pp | 40.90%-17.5pp |
| Employer contribution / active EE | $1,363 | $2,360-42.3% | $2,975-54.2% | $2,631-48.2% |
| Participant deferral / active EE | $3,674 | $4,242-13.4% | $5,107-28.1% | $4,212-12.8% |
| Admin fee / account holder | $1,592 | $8,989-82.3% | $12,068-86.8% | $7,344-78.3% |