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 | $46,442 | $73,787-37.1% | $98,716-53.0% | $82,448-43.7% |
| Participation rate | 48.6% | 61.4%-12.8pp | 69.3%-20.7pp | 68.1%-19.5pp |
| Annual return | 23.44% | 18.57%+4.9pp | 31.81%-8.4pp | 41.64%-18.2pp |
| Employer contribution / active EE | $1,644 | $1,511+8.8% | $2,279-27.9% | $2,551-35.6% |
| Participant deferral / active EE | $2,978 | $3,081-3.3% | $4,048-26.4% | $4,139-28.0% |
| Admin fee / account holder | $1,299 | $6,500-80.0% | $8,703-85.1% | $7,234-82.0% |