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 | $36,536 | $88,581-58.8% | $145,661-74.9% | $74,304-50.8% |
| Participation rate | 33.7% | 64.9%-31.2pp | 77.2%-43.5pp | 60.3%-26.6pp |
| Annual return | 24.54% | 34.30%-9.8pp | 101.46%-76.9pp | 29.43%-4.9pp |
| Employer contribution / active EE | $2,409 | $2,612-7.8% | $4,238-43.2% | $2,241+7.5% |
| Participant deferral / active EE | $4,109 | $4,151-1.0% | $7,198-42.9% | $3,767+9.1% |
| Admin fee / account holder | $4,285 | $2,953+45.1% | $12,466-65.6% | $2,969+44.3% |