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 6-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 | $33,944 | $76,407-55.6% | $150,298-77.4% | $82,448-58.8% |
| Participation rate | 62.5% | 66.4%-3.9pp | 77.8%-15.3pp | 68.1%-5.6pp |
| Annual return | 20.55% | 39.99%-19.4pp | 62.79%-42.2pp | 41.64%-21.1pp |
| Employer contribution / active EE | $1,722 | $2,614-34.1% | $4,154-58.5% | $2,551-32.5% |
| Participant deferral / active EE | $3,797 | $3,214+18.1% | $5,453-30.4% | $4,139-8.3% |
| Admin fee / account holder | $5,276 | $6,352-16.9% | $14,116-62.6% | $7,234-27.1% |