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 | $46,218 | $76,670-39.7% | $96,683-52.2% | $71,457-35.3% |
| Participation rate | 58.8% | 66.6%-7.7pp | 74.3%-15.5pp | 67.9%-9.1pp |
| Annual return | 16.48% | 48.29%-31.8pp | 35.69%-19.2pp | 28.85%-12.4pp |
| Employer contribution / active EE | $1,388 | $3,031-54.2% | $3,737-62.9% | $2,588-46.4% |
| Participant deferral / active EE | $3,411 | $3,771-9.6% | $4,878-30.1% | $4,289-20.5% |
| Admin fee / account holder | $2,561 | $2,028+26.3% | $6,730-61.9% | $1,587+61.3% |