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 | $72,094 | $66,098+9.1% | $101,794-29.2% | $74,304-3.0% |
| Participation rate | 30.8% | 53.8%-23.0pp | 69.2%-38.4pp | 60.3%-29.6pp |
| Annual return | 16.33% | 19.59%-3.3pp | 30.53%-14.2pp | 29.43%-13.1pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $3,644 | $2,781+31.0% | $4,084-10.8% | $3,767-3.3% |
| Admin fee / account holder | $10,943 | $4,146+164.0% | $8,777+24.7% | $2,969+268.6% |