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 | $48,044 | $81,233-40.9% | $155,567-69.1% | $80,874-40.6% |
| Participation rate | 45.7% | 66.2%-20.5pp | 78.2%-32.5pp | 67.6%-21.9pp |
| Annual return | 15.98% | 33.33%-17.4pp | 64.74%-48.8pp | 35.62%-19.6pp |
| Employer contribution / active EE | $3,450 | $3,101+11.3% | $4,674-26.2% | $2,756+25.2% |
| Participant deferral / active EE | $4,791 | $3,452+38.8% | $5,628-14.9% | $4,297+11.5% |
| Admin fee / account holder | $2,539 | $7,998-68.3% | $15,916-84.0% | $6,935-63.4% |