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 | $26,659 | $81,460-67.3% | $103,333-74.2% | $80,856-67.0% |
| Participation rate | 55.2% | 66.8%-11.7pp | 74.5%-19.3pp | 67.6%-12.5pp |
| Annual return | 17.27% | 25.55%-8.3pp | 24.88%-7.6pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,894 | $3,105-39.0% | $3,868-51.0% | $2,755-31.3% |
| Participant deferral / active EE | $3,413 | $3,869-11.8% | $5,057-32.5% | $4,296-20.5% |
| Admin fee / account holder | $1,922 | $6,566-70.7% | $8,355-77.0% | $6,918-72.2% |