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 | $37,103 | $81,460-54.5% | $103,333-64.1% | $80,856-54.1% |
| Participation rate | 50.9% | 66.8%-16.0pp | 74.5%-23.6pp | 67.6%-16.8pp |
| Annual return | 15.10% | 25.55%-10.4pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,671 | $3,105-46.2% | $3,868-56.8% | $2,755-39.3% |
| Participant deferral / active EE | $3,630 | $3,869-6.2% | $5,057-28.2% | $4,296-15.5% |
| Admin fee / account holder | $854 | $6,566-87.0% | $8,355-89.8% | $6,918-87.7% |