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 | $50,307 | $71,050-29.2% | $93,606-46.3% | $80,856-37.8% |
| Participation rate | 21.7% | 60.4%-38.7pp | 68.7%-47.1pp | 67.6%-46.0pp |
| Annual return | 11.98% | 11.26%+0.7pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,138 | $1,564-27.2% | $2,420-53.0% | $2,755-58.7% |
| Participant deferral / active EE | $1,508 | $4,034-62.6% | $4,411-65.8% | $4,296-64.9% |
| Admin fee / account holder | $7,145 | $6,945+2.9% | $8,285-13.8% | $6,918+3.3% |