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 | $41,037 | $81,460-49.6% | $103,333-60.3% | $80,856-49.2% |
| Participation rate | 61.5% | 66.8%-5.3pp | 74.5%-13.0pp | 67.6%-6.1pp |
| Annual return | 12.78% | 25.55%-12.8pp | 24.88%-12.1pp | 35.59%-22.8pp |
| Employer contribution / active EE | $1,939 | $3,105-37.6% | $3,868-49.9% | $2,755-29.6% |
| Participant deferral / active EE | $4,025 | $3,869+4.0% | $5,057-20.4% | $4,296-6.3% |
| Admin fee / account holder | $6,831 | $6,566+4.0% | $8,355-18.2% | $6,918-1.3% |