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 | $49,803 | $57,590-13.5% | $86,233-42.2% | $82,448-39.6% |
| Participation rate | 55.4% | 57.9%-2.4pp | 69.0%-13.6pp | 68.1%-12.6pp |
| Annual return | 22.70% | 22.41%+0.3pp | 61.39%-38.7pp | 41.64%-18.9pp |
| Employer contribution / active EE | $1,897 | $1,655+14.6% | $2,504-24.2% | $2,551-25.6% |
| Participant deferral / active EE | $3,764 | $3,080+22.2% | $4,559-17.4% | $4,139-9.1% |
| Admin fee / account holder | $2,155 | $4,730-54.4% | $8,342-74.2% | $7,234-70.2% |