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 | $67,855 | $77,899-12.9% | $149,673-54.7% | $75,163-9.7% |
| Participation rate | 47.8% | 65.6%-17.8pp | 78.8%-30.9pp | 67.2%-19.4pp |
| Annual return | 15.62% | 31.72%-16.1pp | 134.42%-118.8pp | 160.62%-145.0pp |
| Employer contribution / active EE | $1,342 | $3,137-57.2% | $4,818-72.1% | $2,670-49.7% |
| Participant deferral / active EE | $3,043 | $3,411-10.8% | $5,680-46.4% | $4,125-26.2% |
| Admin fee / account holder | $1,277 | $5,956-78.6% | $13,210-90.3% | $5,651-77.4% |