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 | $23,552 | $64,480-63.5% | $81,382-71.1% | $80,856-70.9% |
| Participation rate | 33.3% | 63.9%-30.5pp | 69.5%-36.2pp | 67.6%-34.3pp |
| Annual return | 15.50% | 16.34%-0.8pp | 24.73%-9.2pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,145 | $1,978-42.1% | $2,463-53.5% | $2,755-58.5% |
| Participant deferral / active EE | $1,530 | $3,094-50.5% | $3,883-60.6% | $4,296-64.4% |
| Admin fee / account holder | $1,794 | $5,671-68.4% | $5,768-68.9% | $6,918-74.1% |