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 | $105,159 | $68,547+53.4% | $120,354-12.6% | $80,856+30.1% |
| Participation rate | 40.9% | 61.6%-20.7pp | 71.9%-31.0pp | 67.6%-26.7pp |
| Annual return | 10.66% | 23.60%-12.9pp | 107.15%-96.5pp | 35.59%-24.9pp |
| Employer contribution / active EE | $859 | $2,051-58.1% | $3,463-75.2% | $2,755-68.8% |
| Participant deferral / active EE | $2,047 | $3,173-35.5% | $4,991-59.0% | $4,296-52.3% |
| Admin fee / account holder | $3,520 | $5,732-38.6% | $9,423-62.6% | $6,918-49.1% |