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 | $33,168 | $45,343-26.9% | $150,298-77.9% | $67,986-51.2% |
| Participation rate | 51.2% | 51.9%-0.6pp | 77.8%-26.5pp | 57.2%-6.0pp |
| Annual return | 20.22% | 33.28%-13.1pp | 62.79%-42.6pp | 31.67%-11.4pp |
| Employer contribution / active EE | $1,162 | $1,462-20.5% | $4,154-72.0% | $2,019-42.4% |
| Participant deferral / active EE | $3,001 | $2,055+46.1% | $5,453-45.0% | $3,358-10.6% |
| Admin fee / account holder | $1,877 | $2,250-16.6% | $14,116-86.7% | $3,203-41.4% |