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 | $40,701 | $47,126-13.6% | $149,673-72.8% | $74,419-45.3% |
| Participation rate | 31.2% | 63.4%-32.2pp | 78.8%-47.5pp | 70.7%-39.5pp |
| Annual return | 19.65% | 22.75%-3.1pp | 134.42%-114.8pp | 34.38%-14.7pp |
| Employer contribution / active EE | $1,182 | $1,905-38.0% | $4,818-75.5% | $2,637-55.2% |
| Participant deferral / active EE | $2,397 | $2,728-12.1% | $5,680-57.8% | $4,528-47.1% |
| Admin fee / account holder | $2,873 | $343+738.4% | $13,210-78.3% | $348+726.0% |