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 | $29,360 | $81,446-64.0% | $103,374-71.6% | $80,874-63.7% |
| Participation rate | 46.5% | 66.9%-20.3pp | 74.5%-28.0pp | 67.6%-21.1pp |
| Annual return | 13.86% | 25.57%-11.7pp | 24.89%-11.0pp | 35.62%-21.8pp |
| Employer contribution / active EE | $1,305 | $3,107-58.0% | $3,869-66.3% | $2,756-52.7% |
| Participant deferral / active EE | $1,775 | $3,870-54.1% | $5,058-64.9% | $4,297-58.7% |
| Admin fee / account holder | $1,606 | $6,715-76.1% | $8,394-80.9% | $6,935-76.8% |