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 | $38,801 | $81,446-52.4% | $103,374-62.5% | $80,874-52.0% |
| Participation rate | 30.6% | 66.9%-36.2pp | 74.5%-43.9pp | 67.6%-37.0pp |
| Annual return | 17.05% | 25.57%-8.5pp | 24.89%-7.8pp | 35.62%-18.6pp |
| Employer contribution / active EE | $1,268 | $3,107-59.2% | $3,869-67.2% | $2,756-54.0% |
| Participant deferral / active EE | $2,903 | $3,870-25.0% | $5,058-42.6% | $4,297-32.4% |
| Admin fee / account holder | $4,315 | $6,715-35.7% | $8,394-48.6% | $6,935-37.8% |