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 | $37,448 | $112,729-66.8% | $98,716-62.1% | $137,256-72.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 16.36% | 38.48%-22.1pp | 31.81%-15.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,547 | $2,725-43.3% | $2,279-32.1% | $4,156-62.8% |
| Participant deferral / active EE | $2,177 | $4,640-53.1% | $4,048-46.2% | $6,407-66.0% |
| Admin fee / account holder | $13,618 | $10,129+34.5% | $8,703+56.5% | $12,270+11.0% |