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 | $59,851 | $80,705-25.8% | $115,768-48.3% | $67,986-12.0% |
| Participation rate | 61.6% | 63.0%-1.4pp | 74.4%-12.8pp | 57.2%+4.4pp |
| Annual return | 14.91% | 18.49%-3.6pp | 100.46%-85.6pp | 31.67%-16.8pp |
| Employer contribution / active EE | $992 | $2,046-51.5% | $2,940-66.3% | $2,019-50.9% |
| Participant deferral / active EE | $2,934 | $3,559-17.5% | $4,917-40.3% | $3,358-12.6% |
| Admin fee / account holder | $4,114 | $4,135-0.5% | $12,439-66.9% | $3,203+28.4% |