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 | $43,499 | $58,208-25.3% | $81,812-46.8% | $80,856-46.2% |
| Participation rate | 55.0% | 63.4%-8.4pp | 72.3%-17.3pp | 67.6%-12.6pp |
| Annual return | 11.07% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $577 | $2,340-75.4% | $2,912-80.2% | $2,755-79.1% |
| Participant deferral / active EE | $2,070 | $3,281-36.9% | $4,319-52.1% | $4,296-51.8% |
| Admin fee / account holder | $3,506 | $4,981-29.6% | $7,386-52.5% | $6,918-49.3% |