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 4-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 | $62,399 | $96,484-35.3% | $156,263-60.1% | $74,304-16.0% |
| Participation rate | 52.7% | 67.7%-15.0pp | 78.9%-26.2pp | 60.3%-7.7pp |
| Annual return | 20.08% | 17.73%+2.3pp | 59.47%-39.4pp | 29.43%-9.4pp |
| Employer contribution / active EE | $1,991 | $2,528-21.3% | $4,333-54.1% | $2,241-11.2% |
| Participant deferral / active EE | $3,712 | $4,286-13.4% | $6,158-39.7% | $3,767-1.5% |
| Admin fee / account holder | $11,464 | $3,728+207.5% | $14,255-19.6% | $2,969+286.2% |