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 | $45,811 | $101,724-55.0% | $164,813-72.2% | $80,856-43.3% |
| Participation rate | 50.9% | 71.8%-20.9pp | 78.6%-27.7pp | 67.6%-16.7pp |
| Annual return | 16.03% | 16.72%-0.7pp | 69.93%-53.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,296 | $2,953-56.1% | $4,341-70.1% | $2,755-53.0% |
| Participant deferral / active EE | $2,883 | $4,477-35.6% | $6,031-52.2% | $4,296-32.9% |
| Admin fee / account holder | $1,478 | $8,227-82.0% | $12,690-88.4% | $6,918-78.6% |