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 | $49,586 | $81,460-39.1% | $103,333-52.0% | $80,856-38.7% |
| Participation rate | 42.9% | 66.8%-24.0pp | 74.5%-31.7pp | 67.6%-24.8pp |
| Annual return | 16.44% | 25.55%-9.1pp | 24.88%-8.4pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,430 | $3,105-54.0% | $3,868-63.0% | $2,755-48.1% |
| Participant deferral / active EE | $3,959 | $3,869+2.3% | $5,057-21.7% | $4,296-7.8% |
| Admin fee / account holder | $4,675 | $6,566-28.8% | $8,355-44.0% | $6,918-32.4% |