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 | $81,446-39.1% | $103,374-52.0% | $80,874-38.7% |
| Participation rate | 42.9% | 66.9%-24.0pp | 74.5%-31.7pp | 67.6%-24.8pp |
| Annual return | 16.44% | 25.57%-9.1pp | 24.89%-8.4pp | 35.62%-19.2pp |
| Employer contribution / active EE | $1,430 | $3,107-54.0% | $3,869-63.1% | $2,756-48.1% |
| Participant deferral / active EE | $3,959 | $3,870+2.3% | $5,058-21.7% | $4,297-7.9% |
| Admin fee / account holder | $4,675 | $6,715-30.4% | $8,394-44.3% | $6,935-32.6% |