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 | $28,106 | $89,753-68.7% | $107,525-73.9% | $84,808-66.9% |
| Participation rate | 55.3% | 68.1%-12.7pp | 75.1%-19.8pp | 68.3%-13.0pp |
| Annual return | 16.88% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $1,581 | $3,113-49.2% | $3,754-57.9% | $2,631-39.9% |
| Participant deferral / active EE | $2,712 | $4,056-33.1% | $5,116-47.0% | $4,212-35.6% |
| Admin fee / account holder | $3,418 | $7,222-52.7% | $8,919-61.7% | $7,344-53.5% |