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 | $86,870 | $91,407-5.0% | $135,903-36.1% | $71,457+21.6% |
| Participation rate | 52.5% | 75.7%-23.1pp | 81.9%-29.4pp | 67.9%-15.4pp |
| Annual return | 27.44% | 29.90%-2.5pp | 68.23%-40.8pp | 28.85%-1.4pp |
| Employer contribution / active EE | $2,438 | $3,703-34.2% | $4,856-49.8% | $2,588-5.8% |
| Participant deferral / active EE | $5,010 | $7,092-29.4% | $7,758-35.4% | $4,289+16.8% |
| Admin fee / account holder | $4,881 | $1,266+285.6% | $10,762-54.6% | $1,587+207.5% |