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 | $45,890 | $64,839-29.2% | $95,585-52.0% | $84,808-45.9% |
| Participation rate | 41.4% | 63.8%-22.4pp | 72.1%-30.7pp | 68.3%-26.9pp |
| Annual return | 15.92% | -670.96%+686.9pp | 38.56%-22.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,400 | $1,759-20.4% | $2,527-44.6% | $2,631-46.8% |
| Participant deferral / active EE | $3,461 | $2,965+16.7% | $4,023-14.0% | $4,212-17.8% |
| Admin fee / account holder | $678 | $5,964-88.6% | $6,127-88.9% | $7,344-90.8% |