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 | $35,345 | $49,915-29.2% | $154,803-77.2% | $74,304-52.4% |
| Participation rate | 42.0% | 54.0%-12.0pp | 78.1%-36.1pp | 60.3%-18.3pp |
| Annual return | 18.35% | 34.06%-15.7pp | 58.88%-40.5pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,951 | $1,611+21.1% | $4,305-54.7% | $2,241-12.9% |
| Participant deferral / active EE | $3,547 | $2,255+57.3% | $5,540-36.0% | $3,767-5.9% |
| Admin fee / account holder | $3,709 | $2,189+69.4% | $14,329-74.1% | $2,969+24.9% |