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 | $22,038 | $81,460-72.9% | $103,333-78.7% | $80,856-72.7% |
| Participation rate | 44.2% | 66.8%-22.7pp | 74.5%-30.3pp | 67.6%-23.5pp |
| Annual return | 10.64% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,828 | $3,105-41.1% | $3,868-52.7% | $2,755-33.6% |
| Participant deferral / active EE | $3,478 | $3,869-10.1% | $5,057-31.2% | $4,296-19.0% |
| Admin fee / account holder | $1,937 | $6,566-70.5% | $8,355-76.8% | $6,918-72.0% |