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 | $26,025 | $73,787-64.7% | $98,716-73.6% | $82,448-68.4% |
| Participation rate | 39.7% | 61.4%-21.7pp | 69.3%-29.6pp | 68.1%-28.3pp |
| Annual return | 15.67% | 18.57%-2.9pp | 31.81%-16.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $962 | $1,511-36.4% | $2,279-57.8% | $2,551-62.3% |
| Participant deferral / active EE | $1,609 | $3,081-47.8% | $4,048-60.3% | $4,139-61.1% |
| Admin fee / account holder | $2,203 | $6,500-66.1% | $8,703-74.7% | $7,234-69.5% |