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 | $80,782 | $80,705+0.1% | $115,768-30.2% | $67,986+18.8% |
| Participation rate | 37.5% | 63.0%-25.5pp | 74.4%-36.9pp | 57.2%-19.7pp |
| Annual return | 18.52% | 18.49%0pp | 100.46%-81.9pp | 31.67%-13.1pp |
| Employer contribution / active EE | $1,192 | $2,046-41.8% | $2,940-59.5% | $2,019-41.0% |
| Participant deferral / active EE | $2,648 | $3,559-25.6% | $4,917-46.1% | $3,358-21.1% |
| Admin fee / account holder | $2,051 | $4,135-50.4% | $12,439-83.5% | $3,203-36.0% |