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 3-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 | $29,162 | $81,460-64.2% | $103,333-71.8% | $80,856-63.9% |
| Participation rate | 36.1% | 66.8%-30.7pp | 74.5%-38.4pp | 67.6%-31.5pp |
| Annual return | 15.44% | 25.55%-10.1pp | 24.88%-9.4pp | 35.59%-20.2pp |
| Employer contribution / active EE | $1,287 | $3,105-58.5% | $3,868-66.7% | $2,755-53.3% |
| Participant deferral / active EE | $2,426 | $3,869-37.3% | $5,057-52.0% | $4,296-43.5% |
| Admin fee / account holder | $1,192 | $6,566-81.8% | $8,355-85.7% | $6,918-82.8% |