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 8-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 | $59,707 | $49,915+19.6% | $154,803-61.4% | $74,304-19.6% |
| Participation rate | 36.5% | 54.0%-17.5pp | 78.1%-41.6pp | 60.3%-23.9pp |
| Annual return | 12.85% | 34.06%-21.2pp | 58.88%-46.0pp | 29.43%-16.6pp |
| Employer contribution / active EE | $1,304 | $1,611-19.1% | $4,305-69.7% | $2,241-41.8% |
| Participant deferral / active EE | $2,089 | $2,255-7.4% | $5,540-62.3% | $3,767-44.6% |
| Admin fee / account holder | $2,988 | $2,189+36.5% | $14,329-79.1% | $2,969+0.6% |