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 | $39,047 | $109,881-64.5% | $150,045-74.0% | $84,808-54.0% |
| Participation rate | 44.7% | 76.1%-31.3pp | 82.3%-37.6pp | 68.3%-23.6pp |
| Annual return | 16.57% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,382 | $3,561-61.2% | $4,693-70.6% | $2,631-47.5% |
| Participant deferral / active EE | $2,599 | $6,636-60.8% | $7,997-67.5% | $4,212-38.3% |
| Admin fee / account holder | $3,784 | $8,568-55.8% | $13,435-71.8% | $7,344-48.5% |