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 6-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 | $38,000 | $57,016-33.4% | $84,966-55.3% | $80,856-53.0% |
| Participation rate | 36.8% | 56.3%-19.5pp | 67.5%-30.7pp | 67.6%-30.8pp |
| Annual return | 14.58% | 21.66%-7.1pp | 66.38%-51.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,472 | $1,798-18.1% | $2,727-46.0% | $2,755-46.6% |
| Participant deferral / active EE | $2,896 | $3,110-6.9% | $4,519-35.9% | $4,296-32.6% |
| Admin fee / account holder | $1,393 | $4,980-72.0% | $6,149-77.3% | $6,918-79.9% |