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 7-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 | $75,609 | $95,453-20.8% | $112,040-32.5% | $82,448-8.3% |
| Participation rate | 61.4% | 72.8%-11.4pp | 76.5%-15.1pp | 68.1%-6.7pp |
| Annual return | 17.81% | 23.92%-6.1pp | 24.52%-6.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $1,840 | $2,318-20.6% | $2,954-37.7% | $2,551-27.9% |
| Participant deferral / active EE | $5,025 | $4,224+19.0% | $5,098-1.4% | $4,139+21.4% |
| Admin fee / account holder | $3,531 | $9,013-60.8% | $12,098-70.8% | $7,234-51.2% |