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 8-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 | $63,525 | $71,516-11.2% | $98,439-35.5% | $71,457-11.1% |
| Participation rate | 60.9% | 72.7%-11.8pp | 75.2%-14.3pp | 67.9%-7.0pp |
| Annual return | 17.60% | 32.41%-14.8pp | 21.16%-3.6pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,816 | $2,399-24.3% | $3,048-40.4% | $2,588-29.8% |
| Participant deferral / active EE | $3,673 | $4,109-10.6% | $4,738-22.5% | $4,289-14.4% |
| Admin fee / account holder | $2,085 | $1,675+24.5% | $8,948-76.7% | $1,587+31.4% |