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 | $69,101 | $73,787-6.4% | $98,716-30.0% | $82,448-16.2% |
| Participation rate | 65.4% | 61.4%+4.0pp | 69.3%-3.9pp | 68.1%-2.7pp |
| Annual return | 62.16% | 18.57%+43.6pp | 31.81%+30.3pp | 41.64%+20.5pp |
| Employer contribution / active EE | $705 | $1,511-53.4% | $2,279-69.1% | $2,551-72.4% |
| Participant deferral / active EE | $2,103 | $3,081-31.8% | $4,048-48.1% | $4,139-49.2% |
| Admin fee / account holder | $5,931 | $6,500-8.8% | $8,703-31.8% | $7,234-18.0% |