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 | $45,961 | $146,267-68.6% | $197,124-76.7% | $82,448-44.3% |
| Participation rate | 32.3% | 84.0%-51.7pp | 86.7%-54.4pp | 68.1%-35.8pp |
| Annual return | 18.30% | 29.61%-11.3pp | 44.34%-26.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $1,706 | $4,723-63.9% | $6,227-72.6% | $2,551-33.1% |
| Participant deferral / active EE | $3,287 | $7,035-53.3% | $9,135-64.0% | $4,139-20.6% |
| Admin fee / account holder | $998 | $14,422-93.1% | $16,298-93.9% | $7,234-86.2% |