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 3-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 | $59,928 | $86,922-31.1% | $102,438-41.5% | $80,874-25.9% |
| Participation rate | 57.6% | 72.4%-14.8pp | 76.5%-18.9pp | 67.6%-10.1pp |
| Annual return | 14.56% | 18.90%-4.3pp | 29.37%-14.8pp | 35.62%-21.1pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,496 | $4,119+203.4% | $5,054+147.3% | $4,297+190.8% |
| Admin fee / account holder | $19,841 | $8,050+146.5% | $9,448+110.0% | $6,935+186.1% |