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 | $67,435 | $74,927-10.0% | $101,794-33.8% | $84,808-20.5% |
| Participation rate | 65.7% | 61.4%+4.3pp | 69.2%-3.5pp | 68.3%-2.6pp |
| Annual return | 16.09% | 18.70%-2.6pp | 30.53%-14.4pp | 40.90%-24.8pp |
| Employer contribution / active EE | $888 | $1,522-41.7% | $2,289-61.2% | $2,631-66.3% |
| Participant deferral / active EE | $3,254 | $3,099+5.0% | $4,084-20.3% | $4,212-22.7% |
| Admin fee / account holder | $6,376 | $6,514-2.1% | $8,777-27.4% | $7,344-13.2% |