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 | $56,790 | $57,016-0.4% | $84,966-33.2% | $80,856-29.8% |
| Participation rate | 63.3% | 56.3%+7.0pp | 67.5%-4.2pp | 67.6%-4.3pp |
| Annual return | 15.88% | 21.66%-5.8pp | 66.38%-50.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $439 | $1,798-75.6% | $2,727-83.9% | $2,755-84.1% |
| Participant deferral / active EE | $7,928 | $3,110+155.0% | $4,519+75.4% | $4,296+84.6% |
| Admin fee / account holder | $32,169 | $4,980+545.9% | $6,149+423.2% | $6,918+365.0% |