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 | $33,641 | $81,248-58.6% | $155,509-78.4% | $80,856-58.4% |
| Participation rate | 44.3% | 66.2%-21.9pp | 78.2%-33.9pp | 67.6%-23.3pp |
| Annual return | 12.36% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,160 | $3,100-30.3% | $4,672-53.8% | $2,755-21.6% |
| Participant deferral / active EE | $1,071 | $3,452-69.0% | $5,626-81.0% | $4,296-75.1% |
| Admin fee / account holder | $3,137 | $7,997-60.8% | $15,912-80.3% | $6,918-54.7% |