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 | $65,246+10.5% | $98,716-27.0% | $67,986+6.0% |
| Participation rate | 30.8% | 51.4%-20.7pp | 69.3%-38.5pp | 57.2%-26.4pp |
| Annual return | 16.33% | 20.58%-4.2pp | 31.81%-15.5pp | 31.67%-15.3pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $2,279-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $3,644 | $2,594+40.5% | $4,048-10.0% | $3,358+8.5% |
| Admin fee / account holder | $10,943 | $4,561+140.0% | $8,703+25.7% | $3,203+241.6% |