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 | $32,853 | $56,053-41.4% | $75,972-56.8% | $80,856-59.4% |
| Participation rate | 40.0% | 62.0%-22.0pp | 69.1%-29.1pp | 67.6%-27.6pp |
| Annual return | 15.54% | 20.53%-5.0pp | 359.55%-344.0pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,205 | $1,874-35.7% | $2,685-55.1% | $2,755-56.3% |
| Participant deferral / active EE | $1,810 | $3,052-40.7% | $4,255-57.5% | $4,296-57.9% |
| Admin fee / account holder | $884 | $5,234-83.1% | $6,467-86.3% | $6,918-87.2% |