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 | $22,017 | $60,022-63.3% | $88,946-75.2% | $84,808-74.0% |
| Participation rate | 64.0% | 57.8%+6.2pp | 68.8%-4.8pp | 68.3%-4.3pp |
| Annual return | 24.38% | 22.43%+2.0pp | 57.82%-33.4pp | 40.90%-16.5pp |
| Employer contribution / active EE | $1,568 | $1,703-7.9% | $2,555-38.6% | $2,631-40.4% |
| Participant deferral / active EE | $2,557 | $3,114-17.9% | $4,581-44.2% | $4,212-39.3% |
| Admin fee / account holder | $1,095 | $4,811-77.2% | $8,261-86.7% | $7,344-85.1% |