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 5-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 | $53,835 | $60,022-10.3% | $88,946-39.5% | $84,808-36.5% |
| Participation rate | 46.8% | 57.8%-11.1pp | 68.8%-22.1pp | 68.3%-21.5pp |
| Annual return | 20.51% | 22.43%-1.9pp | 57.82%-37.3pp | 40.90%-20.4pp |
| Employer contribution / active EE | $1,700 | $1,703-0.1% | $2,555-33.4% | $2,631-35.4% |
| Participant deferral / active EE | $4,588 | $3,114+47.3% | $4,581+0.1% | $4,212+8.9% |
| Admin fee / account holder | $7,519 | $4,811+56.3% | $8,261-9.0% | $7,344+2.4% |