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 9-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 | $74,047 | $60,022+23.4% | $88,946-16.7% | $84,808-12.7% |
| Participation rate | 55.4% | 57.8%-2.5pp | 68.8%-13.5pp | 68.3%-12.9pp |
| Annual return | 15.04% | 22.43%-7.4pp | 57.82%-42.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $867 | $1,703-49.1% | $2,555-66.1% | $2,631-67.0% |
| Participant deferral / active EE | $5,112 | $3,114+64.2% | $4,581+11.6% | $4,212+21.4% |
| Admin fee / account holder | $8,617 | $4,811+79.1% | $8,261+4.3% | $7,344+17.3% |