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 | $23,376 | $60,892-61.6% | $82,389-71.6% | $84,808-72.4% |
| Participation rate | 53.3% | 63.3%-9.9pp | 69.5%-16.2pp | 68.3%-15.0pp |
| Annual return | 13.18% | 37.29%-24.1pp | 28.67%-15.5pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,482 | $1,779-16.7% | $2,517-41.1% | $2,631-43.7% |
| Participant deferral / active EE | $2,376 | $3,179-25.3% | $4,155-42.8% | $4,212-43.6% |
| Admin fee / account holder | $6,007 | $5,467+9.9% | $7,231-16.9% | $7,344-18.2% |