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 4-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 | $53,998 | $87,870-38.5% | $113,168-52.3% | $74,304-27.3% |
| Participation rate | 59.9% | 70.7%-10.9pp | 76.6%-16.7pp | 60.3%-0.5pp |
| Annual return | 19.76% | 26.44%-6.7pp | 24.27%-4.5pp | 29.43%-9.7pp |
| Employer contribution / active EE | $1,891 | $2,277-16.9% | $2,975-36.4% | $2,241-15.6% |
| Participant deferral / active EE | $3,411 | $4,241-19.6% | $5,107-33.2% | $3,767-9.5% |
| Admin fee / account holder | $4,703 | $3,368+39.6% | $12,068-61.0% | $2,969+58.4% |