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 | $73,092 | $54,762+33.5% | $90,281-19.0% | $72,985+0.1% |
| Participation rate | 61.4% | 65.1%-3.7pp | 73.3%-11.8pp | 69.5%-8.0pp |
| Annual return | 19.85% | 30.63%-10.8pp | 78.10%-58.2pp | 81.00%-61.1pp |
| Employer contribution / active EE | $0 | $2,092-100.0% | $2,854-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,114 | $2,887+7.9% | $3,885-19.8% | $3,607-13.7% |
| Admin fee / account holder | $4,455 | $3,972+12.2% | $5,351-16.7% | $5,124-13.1% |