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 | $47,892 | $57,016-16.0% | $84,966-43.6% | $80,856-40.8% |
| Participation rate | 50.0% | 56.3%-6.3pp | 67.5%-17.5pp | 67.6%-17.6pp |
| Annual return | 16.17% | 21.66%-5.5pp | 66.38%-50.2pp | 35.59%-19.4pp |
| Employer contribution / active EE | $2,286 | $1,798+27.2% | $2,727-16.2% | $2,755-17.0% |
| Participant deferral / active EE | $4,239 | $3,110+36.3% | $4,519-6.2% | $4,296-1.3% |
| Admin fee / account holder | $4,874 | $4,980-2.1% | $6,149-20.7% | $6,918-29.5% |