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 | $41,412 | $81,248-49.0% | $155,509-73.4% | $80,856-48.8% |
| Participation rate | 20.5% | 66.2%-45.7pp | 78.2%-57.7pp | 67.6%-47.1pp |
| Annual return | 41.85% | 33.31%+8.5pp | 64.67%-22.8pp | 35.59%+6.3pp |
| Employer contribution / active EE | $919 | $3,100-70.4% | $4,672-80.3% | $2,755-66.7% |
| Participant deferral / active EE | $2,048 | $3,452-40.7% | $5,626-63.6% | $4,296-52.3% |
| Admin fee / account holder | $10,090 | $7,997+26.2% | $15,912-36.6% | $6,918+45.9% |