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 | $72,733 | $95,803-24.1% | $113,168-35.7% | $84,808-14.2% |
| Participation rate | 59.3% | 72.9%-13.6pp | 76.6%-17.3pp | 68.3%-9.1pp |
| Annual return | 16.51% | 25.00%-8.5pp | 24.27%-7.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $1,473 | $2,360-37.6% | $2,975-50.5% | $2,631-44.0% |
| Participant deferral / active EE | $2,718 | $4,242-35.9% | $5,107-46.8% | $4,212-35.5% |
| Admin fee / account holder | $468 | $8,989-94.8% | $12,068-96.1% | $7,344-93.6% |