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 | $38,053 | $57,057-33.3% | $85,009-55.2% | $80,874-52.9% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.6%-7.6pp |
| Annual return | 12.70% | 21.66%-9.0pp | 66.47%-53.8pp | 35.62%-22.9pp |
| Employer contribution / active EE | $1,728 | $1,799-3.9% | $2,728-36.7% | $2,756-37.3% |
| Participant deferral / active EE | $4,917 | $3,112+58.0% | $4,522+8.7% | $4,297+14.4% |
| Admin fee / account holder | $1,481 | $4,986-70.3% | $6,153-75.9% | $6,935-78.7% |