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 | $37,078 | $77,314-52.0% | $177,989-79.2% | $80,856-54.1% |
| Participation rate | 29.5% | 65.7%-36.2pp | 77.1%-47.5pp | 67.6%-38.1pp |
| Annual return | 17.21% | 18.09%-0.9pp | 294.48%-277.3pp | 35.59%-18.4pp |
| Employer contribution / active EE | $1,349 | $2,292-41.1% | $3,949-65.8% | $2,755-51.0% |
| Participant deferral / active EE | $2,067 | $4,411-53.1% | $6,276-67.1% | $4,296-51.9% |
| Admin fee / account holder | $1,659 | $7,191-76.9% | $10,363-84.0% | $6,918-76.0% |