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 | $39,720 | $81,460-51.2% | $103,333-61.6% | $80,856-50.9% |
| Participation rate | 56.3% | 66.8%-10.5pp | 74.5%-18.2pp | 67.6%-11.3pp |
| Annual return | 11.21% | 25.55%-14.3pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,673 | $3,105-46.1% | $3,868-56.8% | $2,755-39.3% |
| Participant deferral / active EE | $2,747 | $3,869-29.0% | $5,057-45.7% | $4,296-36.0% |
| Admin fee / account holder | $1,222 | $6,566-81.4% | $8,355-85.4% | $6,918-82.3% |