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 | $27,024 | $60,892-55.6% | $82,389-67.2% | $84,808-68.1% |
| Participation rate | 45.8% | 63.3%-17.5pp | 69.5%-23.8pp | 68.3%-22.5pp |
| Annual return | 22.76% | 37.29%-14.5pp | 28.67%-5.9pp | 40.90%-18.1pp |
| Employer contribution / active EE | $1,619 | $1,779-9.0% | $2,517-35.7% | $2,631-38.5% |
| Participant deferral / active EE | $2,239 | $3,179-29.6% | $4,155-46.1% | $4,212-46.8% |
| Admin fee / account holder | $912 | $5,467-83.3% | $7,231-87.4% | $7,344-87.6% |