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 | $58,097 | $89,753-35.3% | $107,525-46.0% | $84,808-31.5% |
| Participation rate | 48.6% | 68.1%-19.5pp | 75.1%-26.5pp | 68.3%-19.7pp |
| Annual return | 22.10% | 29.48%-7.4pp | 181.32%-159.2pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,640 | $3,113-47.3% | $3,754-56.3% | $2,631-37.6% |
| Participant deferral / active EE | $3,480 | $4,056-14.2% | $5,116-32.0% | $4,212-17.4% |
| Admin fee / account holder | $5,513 | $7,222-23.7% | $8,919-38.2% | $7,344-24.9% |