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 | $44,837 | $56,053-20.0% | $75,972-41.0% | $80,856-44.5% |
| Participation rate | 30.4% | 62.0%-31.7pp | 69.1%-38.7pp | 67.6%-37.3pp |
| Annual return | 13.08% | 20.53%-7.5pp | 359.55%-346.5pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,125 | $1,874-40.0% | $2,685-58.1% | $2,755-59.2% |
| Participant deferral / active EE | $2,065 | $3,052-32.3% | $4,255-51.5% | $4,296-51.9% |
| Admin fee / account holder | $4,238 | $5,234-19.0% | $6,467-34.5% | $6,918-38.7% |