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 6-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 | $45,626 | $161,352-71.7% | $134,172-66.0% | $137,256-66.8% |
| Participation rate | 66.7% | 78.3%-11.6pp | 72.5%-5.8pp | 80.0%-13.3pp |
| Annual return | 14.20% | 28.72%-14.5pp | 25.30%-11.1pp | 220.34%-206.1pp |
| Employer contribution / active EE | $824 | $4,099-79.9% | $3,420-75.9% | $4,156-80.2% |
| Participant deferral / active EE | $4,420 | $5,552-20.4% | $4,690-5.8% | $6,407-31.0% |
| Admin fee / account holder | $2,984 | $15,028-80.1% | $12,016-75.2% | $12,270-75.7% |