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 | $28,946 | $51,576-43.9% | $129,207-77.6% | $80,856-64.2% |
| Participation rate | 32.9% | 57.0%-24.1pp | 69.6%-36.7pp | 67.6%-34.7pp |
| Annual return | 14.76% | 20.81%-6.0pp | 9417.33%-9402.6pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,266 | $1,584-20.1% | $4,153-69.5% | $2,755-54.0% |
| Participant deferral / active EE | $2,513 | $2,669-5.8% | $4,168-39.7% | $4,296-41.5% |
| Admin fee / account holder | $9,748 | $4,305+126.4% | $7,715+26.4% | $6,918+40.9% |