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 | $80,717+23.4% | $154,803-35.7% | $84,808+17.4% |
| Participation rate | 46.7% | 66.8%-20.1pp | 78.1%-31.4pp | 68.3%-21.6pp |
| Annual return | 19.85% | 37.96%-18.1pp | 58.88%-39.0pp | 40.90%-21.0pp |
| Employer contribution / active EE | $2,348 | $2,761-15.0% | $4,305-45.5% | $2,631-10.7% |
| Participant deferral / active EE | $5,108 | $3,303+54.6% | $5,540-7.8% | $4,212+21.3% |
| Admin fee / account holder | $3,645 | $6,746-46.0% | $14,329-74.6% | $7,344-50.4% |