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 8-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 | $73,391 | $81,248-9.7% | $155,509-52.8% | $80,856-9.2% |
| Participation rate | 62.9% | 66.2%-3.4pp | 78.2%-15.3pp | 67.6%-4.8pp |
| Annual return | 15.42% | 33.31%-17.9pp | 64.67%-49.2pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,028 | $3,100-34.6% | $4,672-56.6% | $2,755-26.4% |
| Participant deferral / active EE | $3,646 | $3,452+5.6% | $5,626-35.2% | $4,296-15.1% |
| Admin fee / account holder | $464 | $7,997-94.2% | $15,912-97.1% | $6,918-93.3% |