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 | $36,340 | $59,097-38.5% | $82,389-55.9% | $74,304-51.1% |
| Participation rate | 52.4% | 52.8%-0.4pp | 69.5%-17.2pp | 60.3%-8.0pp |
| Annual return | 17.46% | 22.85%-5.4pp | 28.67%-11.2pp | 29.43%-12.0pp |
| Employer contribution / active EE | $1,212 | $1,601-24.3% | $2,517-51.8% | $2,241-45.9% |
| Participant deferral / active EE | $3,739 | $2,775+34.7% | $4,155-10.0% | $3,767-0.8% |
| Admin fee / account holder | $3,675 | $4,489-18.1% | $7,231-49.2% | $2,969+23.8% |