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 4-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 | $27,102 | $81,460-66.7% | $103,333-73.8% | $80,856-66.5% |
| Participation rate | 59.5% | 66.8%-7.4pp | 74.5%-15.0pp | 67.6%-8.2pp |
| Annual return | 14.77% | 25.55%-10.8pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $2,688 | $3,105-13.4% | $3,868-30.5% | $2,755-2.4% |
| Participant deferral / active EE | $5,476 | $3,869+41.5% | $5,057+8.3% | $4,296+27.5% |
| Admin fee / account holder | $2,750 | $6,566-58.1% | $8,355-67.1% | $6,918-60.3% |