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 | $49,132 | $77,314-36.5% | $177,989-72.4% | $80,856-39.2% |
| Participation rate | 53.8% | 65.7%-11.9pp | 77.1%-23.2pp | 67.6%-13.8pp |
| Annual return | 12.16% | 18.09%-5.9pp | 294.48%-282.3pp | 35.59%-23.4pp |
| Employer contribution / active EE | $858 | $2,292-62.6% | $3,949-78.3% | $2,755-68.9% |
| Participant deferral / active EE | $5,287 | $4,411+19.9% | $6,276-15.8% | $4,296+23.1% |
| Admin fee / account holder | $6,351 | $7,191-11.7% | $10,363-38.7% | $6,918-8.2% |