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 | $106,574 | $102,605+3.9% | $145,661-26.8% | $84,808+25.7% |
| Participation rate | 57.7% | 74.3%-16.6pp | 77.2%-19.5pp | 68.3%-10.6pp |
| Annual return | 17.51% | 26.50%-9.0pp | 101.46%-84.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,845 | $3,325-14.4% | $4,238-32.9% | $2,631+8.1% |
| Participant deferral / active EE | $2,794 | $5,750-51.4% | $7,198-61.2% | $4,212-33.7% |
| Admin fee / account holder | $922 | $8,758-89.5% | $12,466-92.6% | $7,344-87.4% |