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 5-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 | $38,103 | $77,314-50.7% | $177,989-78.6% | $80,856-52.9% |
| Participation rate | 53.7% | 65.7%-12.0pp | 77.1%-23.4pp | 67.6%-14.0pp |
| Annual return | 11.72% | 18.09%-6.4pp | 294.48%-282.8pp | 35.59%-23.9pp |
| Employer contribution / active EE | $2,490 | $2,292+8.6% | $3,949-36.9% | $2,755-9.6% |
| Participant deferral / active EE | $4,747 | $4,411+7.6% | $6,276-24.4% | $4,296+10.5% |
| Admin fee / account holder | $1,943 | $7,191-73.0% | $10,363-81.2% | $6,918-71.9% |