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 | $33,776 | $89,753-62.4% | $107,525-68.6% | $84,808-60.2% |
| Participation rate | 63.5% | 68.1%-4.6pp | 75.1%-11.6pp | 68.3%-4.8pp |
| Annual return | 19.69% | 29.48%-9.8pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $2,178 | $3,113-30.0% | $3,754-42.0% | $2,631-17.2% |
| Participant deferral / active EE | $3,355 | $4,056-17.3% | $5,116-34.4% | $4,212-20.3% |
| Admin fee / account holder | $307 | $7,222-95.7% | $8,919-96.6% | $7,344-95.8% |