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 | $75,898 | $86,929-12.7% | $102,423-25.9% | $80,856-6.1% |
| Participation rate | 51.6% | 72.4%-20.8pp | 76.5%-24.9pp | 67.6%-16.0pp |
| Annual return | 13.42% | 18.88%-5.5pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,226 | $2,369-48.2% | $3,023-59.4% | $2,755-55.5% |
| Participant deferral / active EE | $3,945 | $4,118-4.2% | $5,053-21.9% | $4,296-8.2% |
| Admin fee / account holder | $2,692 | $8,049-66.5% | $9,451-71.5% | $6,918-61.1% |