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 5-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 | $71,113 | $87,870-19.1% | $113,168-37.2% | $74,304-4.3% |
| Participation rate | 37.0% | 70.7%-33.7pp | 76.6%-39.5pp | 60.3%-23.3pp |
| Annual return | 24.34% | 26.44%-2.1pp | 24.27%+0.1pp | 29.43%-5.1pp |
| Employer contribution / active EE | $1,098 | $2,277-51.8% | $2,975-63.1% | $2,241-51.0% |
| Participant deferral / active EE | $2,536 | $4,241-40.2% | $5,107-50.3% | $3,767-32.7% |
| Admin fee / account holder | $2,235 | $3,368-33.6% | $12,068-81.5% | $2,969-24.7% |