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 | $49,472 | $60,892-18.8% | $82,389-40.0% | $84,808-41.7% |
| Participation rate | 39.3% | 63.3%-24.0pp | 69.5%-30.3pp | 68.3%-29.0pp |
| Annual return | 20.70% | 37.29%-16.6pp | 28.67%-8.0pp | 40.90%-20.2pp |
| Employer contribution / active EE | $1,276 | $1,779-28.3% | $2,517-49.3% | $2,631-51.5% |
| Participant deferral / active EE | $2,443 | $3,179-23.1% | $4,155-41.2% | $4,212-42.0% |
| Admin fee / account holder | $948 | $5,467-82.7% | $7,231-86.9% | $7,344-87.1% |