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 | $40,625 | $81,446-50.1% | $103,374-60.7% | $80,874-49.8% |
| Participation rate | 57.8% | 66.9%-9.0pp | 74.5%-16.7pp | 67.6%-9.8pp |
| Annual return | 11.17% | 25.57%-14.4pp | 24.89%-13.7pp | 35.62%-24.4pp |
| Employer contribution / active EE | $1,923 | $3,107-38.1% | $3,869-50.3% | $2,756-30.2% |
| Participant deferral / active EE | $3,979 | $3,870+2.8% | $5,058-21.3% | $4,297-7.4% |
| Admin fee / account holder | $1,938 | $6,715-71.1% | $8,394-76.9% | $6,935-72.1% |