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 3-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 | $49,365 | $89,753-45.0% | $107,525-54.1% | $84,808-41.8% |
| Participation rate | 44.1% | 68.1%-23.9pp | 75.1%-31.0pp | 68.3%-24.2pp |
| Annual return | 16.93% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,125 | $3,113-31.8% | $3,754-43.4% | $2,631-19.2% |
| Participant deferral / active EE | $3,519 | $4,056-13.2% | $5,116-31.2% | $4,212-16.5% |
| Admin fee / account holder | $1,076 | $7,222-85.1% | $8,919-87.9% | $7,344-85.3% |