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 | $59,517 | $95,453-37.6% | $112,040-46.9% | $82,448-27.8% |
| Participation rate | 64.8% | 72.8%-7.9pp | 76.5%-11.7pp | 68.1%-3.3pp |
| Annual return | 16.21% | 23.92%-7.7pp | 24.52%-8.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $1,788 | $2,318-22.9% | $2,954-39.5% | $2,551-29.9% |
| Participant deferral / active EE | $3,034 | $4,224-28.2% | $5,098-40.5% | $4,139-26.7% |
| Admin fee / account holder | $2,920 | $9,013-67.6% | $12,098-75.9% | $7,234-59.6% |