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 | $50,802 | $95,803-47.0% | $113,168-55.1% | $84,808-40.1% |
| Participation rate | 31.3% | 72.9%-41.6pp | 76.6%-45.3pp | 68.3%-37.1pp |
| Annual return | 17.43% | 25.00%-7.6pp | 24.27%-6.8pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,020 | $2,360-56.8% | $2,975-65.7% | $2,631-61.2% |
| Participant deferral / active EE | $2,665 | $4,242-37.2% | $5,107-47.8% | $4,212-36.7% |
| Admin fee / account holder | $2,109 | $8,989-76.5% | $12,068-82.5% | $7,344-71.3% |