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 | $53,893 | $48,750+10.5% | $88,946-39.4% | $74,304-27.5% |
| Participation rate | 20.4% | 44.5%-24.1pp | 68.8%-48.5pp | 60.3%-40.0pp |
| Annual return | 19.43% | 25.91%-6.5pp | 57.82%-38.4pp | 29.43%-10.0pp |
| Employer contribution / active EE | $744 | $1,255-40.7% | $2,555-70.9% | $2,241-66.8% |
| Participant deferral / active EE | $1,949 | $2,423-19.6% | $4,581-57.4% | $3,767-48.3% |
| Admin fee / account holder | $7,995 | $3,756+112.9% | $8,261-3.2% | $2,969+169.3% |