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 | $66,343 | $87,013-23.8% | $106,213-37.5% | $80,856-17.9% |
| Participation rate | 61.3% | 70.4%-9.1pp | 75.3%-14.0pp | 67.6%-6.3pp |
| Annual return | 17.99% | 17.05%+0.9pp | 116.14%-98.2pp | 35.59%-17.6pp |
| Employer contribution / active EE | $1,521 | $2,395-36.5% | $3,171-52.0% | $2,755-44.8% |
| Participant deferral / active EE | $4,423 | $3,986+11.0% | $5,016-11.8% | $4,296+3.0% |
| Admin fee / account holder | $804 | $8,431-90.5% | $11,033-92.7% | $6,918-88.4% |