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 | $36,376 | $81,460-55.3% | $103,333-64.8% | $80,856-55.0% |
| Participation rate | 38.1% | 66.8%-28.8pp | 74.5%-36.4pp | 67.6%-29.5pp |
| Annual return | 13.53% | 25.55%-12.0pp | 24.88%-11.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,450 | $3,105-53.3% | $3,868-62.5% | $2,755-47.4% |
| Participant deferral / active EE | $2,821 | $3,869-27.1% | $5,057-44.2% | $4,296-34.3% |
| Admin fee / account holder | $2,074 | $6,566-68.4% | $8,355-75.2% | $6,918-70.0% |