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 | $99,590 | $76,407+30.3% | $150,298-33.7% | $82,448+20.8% |
| Participation rate | 46.7% | 66.4%-19.7pp | 77.8%-31.1pp | 68.1%-21.4pp |
| Annual return | 19.85% | 39.99%-20.1pp | 62.79%-42.9pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,348 | $2,614-10.2% | $4,154-43.5% | $2,551-7.9% |
| Participant deferral / active EE | $5,108 | $3,214+58.9% | $5,453-6.3% | $4,139+23.4% |
| Admin fee / account holder | $3,645 | $6,352-42.6% | $14,116-74.2% | $7,234-49.6% |