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 | $24,548 | $81,446-69.9% | $103,374-76.3% | $80,874-69.6% |
| Participation rate | 46.4% | 66.9%-20.4pp | 74.5%-28.1pp | 67.6%-21.2pp |
| Annual return | 23.13% | 25.57%-2.4pp | 24.89%-1.8pp | 35.62%-12.5pp |
| Employer contribution / active EE | $1,567 | $3,107-49.6% | $3,869-59.5% | $2,756-43.1% |
| Participant deferral / active EE | $2,269 | $3,870-41.4% | $5,058-55.1% | $4,297-47.2% |
| Admin fee / account holder | $4,313 | $6,715-35.8% | $8,394-48.6% | $6,935-37.8% |