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 3-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 | $60,702 | $101,724-40.3% | $164,813-63.2% | $80,856-24.9% |
| Participation rate | 40.9% | 71.8%-30.9pp | 78.6%-37.7pp | 67.6%-26.7pp |
| Annual return | 12.78% | 16.72%-3.9pp | 69.93%-57.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,521 | $2,953-48.5% | $4,341-65.0% | $2,755-44.8% |
| Participant deferral / active EE | $3,340 | $4,477-25.4% | $6,031-44.6% | $4,296-22.2% |
| Admin fee / account holder | $3,091 | $8,227-62.4% | $12,690-75.6% | $6,918-55.3% |