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 | $35,589 | $81,460-56.3% | $103,333-65.6% | $80,856-56.0% |
| Participation rate | 62.5% | 66.8%-4.3pp | 74.5%-12.0pp | 67.6%-5.1pp |
| Annual return | 22.34% | 25.55%-3.2pp | 24.88%-2.5pp | 35.59%-13.3pp |
| Employer contribution / active EE | $1,796 | $3,105-42.2% | $3,868-53.6% | $2,755-34.8% |
| Participant deferral / active EE | $4,047 | $3,869+4.6% | $5,057-20.0% | $4,296-5.8% |
| Admin fee / account holder | $747 | $6,566-88.6% | $8,355-91.1% | $6,918-89.2% |