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 | $28,946 | $68,547-57.8% | $120,354-75.9% | $80,856-64.2% |
| Participation rate | 44.3% | 61.6%-17.3pp | 71.9%-27.6pp | 67.6%-23.3pp |
| Annual return | 12.99% | 23.60%-10.6pp | 107.15%-94.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,072 | $2,051-47.7% | $3,463-69.0% | $2,755-61.1% |
| Participant deferral / active EE | $1,409 | $3,173-55.6% | $4,991-71.8% | $4,296-67.2% |
| Admin fee / account holder | $1,124 | $5,732-80.4% | $9,423-88.1% | $6,918-83.8% |