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 | $43,515 | $76,670-43.2% | $96,683-55.0% | $71,457-39.1% |
| Participation rate | 52.8% | 66.6%-13.7pp | 74.3%-21.5pp | 67.9%-15.1pp |
| Annual return | 18.94% | 48.29%-29.4pp | 35.69%-16.8pp | 28.85%-9.9pp |
| Employer contribution / active EE | $1,621 | $3,031-46.5% | $3,737-56.6% | $2,588-37.4% |
| Participant deferral / active EE | $5,072 | $3,771+34.5% | $4,878+4.0% | $4,289+18.3% |
| Admin fee / account holder | $3,318 | $2,028+63.6% | $6,730-50.7% | $1,587+109.0% |