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 | $22,768 | $81,446-72.0% | $103,374-78.0% | $80,874-71.8% |
| Participation rate | 57.3% | 66.9%-9.5pp | 74.5%-17.2pp | 67.6%-10.3pp |
| Annual return | 20.82% | 25.57%-4.8pp | 24.89%-4.1pp | 35.62%-14.8pp |
| Employer contribution / active EE | $1,679 | $3,107-46.0% | $3,869-56.6% | $2,756-39.1% |
| Participant deferral / active EE | $3,132 | $3,870-19.1% | $5,058-38.1% | $4,297-27.1% |
| Admin fee / account holder | $4,053 | $6,715-39.6% | $8,394-51.7% | $6,935-41.6% |