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 | $25,399 | $39,122-35.1% | $57,179-55.6% | $62,891-59.6% |
| Participation rate | 63.3% | 70.5%-7.2pp | 75.3%-12.0pp | 69.3%-6.0pp |
| Annual return | 5.06% | 9.23%-4.2pp | 14.59%-9.5pp | 20.14%-15.1pp |
| Employer contribution / active EE | $1,139 | $1,874-39.2% | $2,682-57.5% | $2,281-50.0% |
| Participant deferral / active EE | $1,253 | $2,374-47.2% | $3,096-59.5% | $3,203-60.9% |
| Admin fee / account holder | $1,176 | $2,592-54.6% | $3,139-62.5% | $4,296-72.6% |