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 | $23,483 | $61,605-61.9% | $112,229-79.1% | $75,163-68.8% |
| Participation rate | 43.5% | 61.7%-18.2pp | 72.4%-28.9pp | 67.2%-23.7pp |
| Annual return | 18.86% | 28.47%-9.6pp | 30.20%-11.3pp | 160.62%-141.8pp |
| Employer contribution / active EE | $1,038 | $2,015-48.5% | $3,430-69.7% | $2,670-61.1% |
| Participant deferral / active EE | $1,455 | $3,108-53.2% | $4,798-69.7% | $4,125-64.7% |
| Admin fee / account holder | $1,186 | $4,862-75.6% | $7,748-84.7% | $5,651-79.0% |