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 | $68,167 | $76,670-11.1% | $96,683-29.5% | $71,457-4.6% |
| Participation rate | 63.9% | 66.6%-2.7pp | 74.3%-10.5pp | 67.9%-4.0pp |
| Annual return | 31.07% | 48.29%-17.2pp | 35.69%-4.6pp | 28.85%+2.2pp |
| Employer contribution / active EE | $2,816 | $3,031-7.1% | $3,737-24.6% | $2,588+8.8% |
| Participant deferral / active EE | $6,851 | $3,771+81.7% | $4,878+40.4% | $4,289+59.7% |
| Admin fee / account holder | $8,952 | $2,028+341.4% | $6,730+33.0% | $1,587+463.9% |