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 5-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 | $85,617 | $81,248+5.4% | $155,509-44.9% | $80,856+5.9% |
| Participation rate | 27.2% | 66.2%-39.1pp | 78.2%-51.0pp | 67.6%-40.5pp |
| Annual return | 12.11% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $809 | $3,100-73.9% | $4,672-82.7% | $2,755-70.6% |
| Participant deferral / active EE | $2,089 | $3,452-39.5% | $5,626-62.9% | $4,296-51.4% |
| Admin fee / account holder | $1,483 | $7,997-81.5% | $15,912-90.7% | $6,918-78.6% |