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 | $76,608 | $88,634-13.6% | $101,326-24.4% | $74,304+3.1% |
| Participation rate | 68.0% | 76.9%-8.8pp | 81.5%-13.5pp | 60.3%+7.7pp |
| Annual return | 28.76% | 33.10%-4.3pp | 36.82%-8.1pp | 29.43%-0.7pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,665-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $9,958 | $7,322+36.0% | $7,994+24.6% | $3,767+164.3% |
| Admin fee / account holder | $9,104 | $2,425+275.4% | $11,185-18.6% | $2,969+206.7% |