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 | $60,302 | $94,625-36.3% | $116,228-48.1% | $84,808-28.9% |
| Participation rate | 25.9% | 70.4%-44.5pp | 74.6%-48.6pp | 68.3%-42.4pp |
| Annual return | 15.65% | 20.40%-4.8pp | 90.06%-74.4pp | 40.90%-25.2pp |
| Employer contribution / active EE | $799 | $2,347-66.0% | $2,994-73.3% | $2,631-69.6% |
| Participant deferral / active EE | $2,845 | $3,972-28.4% | $4,953-42.6% | $4,212-32.4% |
| Admin fee / account holder | $2,315 | $10,091-77.1% | $11,989-80.7% | $7,344-68.5% |