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 | $74,927-38.0% | $101,794-54.4% | $84,808-45.2% |
| Participation rate | 48.6% | 61.4%-12.8pp | 69.2%-20.6pp | 68.3%-19.7pp |
| Annual return | 23.44% | 18.70%+4.7pp | 30.53%-7.1pp | 40.90%-17.5pp |
| Employer contribution / active EE | $1,644 | $1,522+8.0% | $2,289-28.2% | $2,631-37.5% |
| Participant deferral / active EE | $2,978 | $3,099-3.9% | $4,084-27.1% | $4,212-29.3% |
| Admin fee / account holder | $1,299 | $6,514-80.1% | $8,777-85.2% | $7,344-82.3% |