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 | $84,440 | $81,248+3.9% | $155,509-45.7% | $80,856+4.4% |
| Participation rate | 52.6% | 66.2%-13.6pp | 78.2%-25.6pp | 67.6%-15.0pp |
| Annual return | 11.15% | 33.31%-22.2pp | 64.67%-53.5pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,677 | $3,100-45.9% | $4,672-64.1% | $2,755-39.1% |
| Participant deferral / active EE | $5,981 | $3,452+73.3% | $5,626+6.3% | $4,296+39.2% |
| Admin fee / account holder | $1,936 | $7,997-75.8% | $15,912-87.8% | $6,918-72.0% |