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 | $39,713 | $76,050-47.8% | $96,544-58.9% | $71,457-44.4% |
| Participation rate | 61.5% | 74.4%-12.9pp | 76.0%-14.5pp | 67.9%-6.5pp |
| Annual return | 14.52% | 22.81%-8.3pp | 25.84%-11.3pp | 28.85%-14.3pp |
| Employer contribution / active EE | $1,660 | $2,244-26.0% | $2,965-44.0% | $2,588-35.9% |
| Participant deferral / active EE | $4,841 | $4,215+14.8% | $4,851-0.2% | $4,289+12.9% |
| Admin fee / account holder | $10,509 | $2,707+288.2% | $8,252+27.3% | $1,587+562.1% |