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 3-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 | $60,129 | $81,248-26.0% | $155,509-61.3% | $80,856-25.6% |
| Participation rate | 60.3% | 66.2%-5.9pp | 78.2%-17.8pp | 67.6%-7.3pp |
| Annual return | 14.87% | 33.31%-18.4pp | 64.67%-49.8pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,239 | $3,100-27.8% | $4,672-52.1% | $2,755-18.7% |
| Participant deferral / active EE | $4,596 | $3,452+33.2% | $5,626-18.3% | $4,296+7.0% |
| Admin fee / account holder | $4,006 | $7,997-49.9% | $15,912-74.8% | $6,918-42.1% |