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 6-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 | $56,587 | $86,929-34.9% | $102,423-44.8% | $80,856-30.0% |
| Participation rate | 54.2% | 72.4%-18.1pp | 76.5%-22.3pp | 67.6%-13.4pp |
| Annual return | 14.68% | 18.88%-4.2pp | 29.32%-14.6pp | 35.59%-20.9pp |
| Employer contribution / active EE | $1,296 | $2,369-45.3% | $3,023-57.1% | $2,755-53.0% |
| Participant deferral / active EE | $2,364 | $4,118-42.6% | $5,053-53.2% | $4,296-45.0% |
| Admin fee / account holder | $5,129 | $8,049-36.3% | $9,451-45.7% | $6,918-25.9% |