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 7-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 | $73,718 | $86,922-15.2% | $102,438-28.0% | $80,874-8.8% |
| Participation rate | 47.7% | 72.4%-24.7pp | 76.5%-28.8pp | 67.6%-19.9pp |
| Annual return | 10.46% | 18.90%-8.4pp | 29.37%-18.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $824 | $2,369-65.2% | $3,024-72.7% | $2,756-70.1% |
| Participant deferral / active EE | $3,701 | $4,119-10.2% | $5,054-26.8% | $4,297-13.9% |
| Admin fee / account holder | $1,464 | $8,050-81.8% | $9,448-84.5% | $6,935-78.9% |