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 | $53,034 | $88,672-40.2% | $105,223-49.6% | $82,448-35.7% |
| Participation rate | 52.3% | 67.9%-15.7pp | 75.0%-22.8pp | 68.1%-15.8pp |
| Annual return | 17.31% | 30.86%-13.5pp | 180.65%-163.3pp | 41.64%-24.3pp |
| Employer contribution / active EE | $1,629 | $3,048-46.6% | $3,689-55.8% | $2,551-36.2% |
| Participant deferral / active EE | $4,136 | $4,036+2.5% | $5,072-18.5% | $4,139-0.1% |
| Admin fee / account holder | $4,403 | $7,146-38.4% | $8,859-50.3% | $7,234-39.1% |