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 | $80,807 | $60,022+34.6% | $88,946-9.2% | $84,808-4.7% |
| Participation rate | 25.0% | 57.8%-32.8pp | 68.8%-43.8pp | 68.3%-43.3pp |
| Annual return | 22.81% | 22.43%+0.4pp | 57.82%-35.0pp | 40.90%-18.1pp |
| Employer contribution / active EE | $1,349 | $1,703-20.8% | $2,555-47.2% | $2,631-48.7% |
| Participant deferral / active EE | $3,076 | $3,114-1.2% | $4,581-32.9% | $4,212-27.0% |
| Admin fee / account holder | $4,310 | $4,811-10.4% | $8,261-47.8% | $7,344-41.3% |