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 5-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 | $34,513 | $163,101-78.8% | $136,749-74.8% | $142,382-75.8% |
| Participation rate | 64.7% | 78.2%-13.5pp | 72.1%-7.4pp | 80.1%-15.4pp |
| Annual return | 16.13% | 27.54%-11.4pp | 24.33%-8.2pp | 217.08%-200.9pp |
| Employer contribution / active EE | $1,753 | $4,117-57.4% | $3,400-48.4% | $4,299-59.2% |
| Participant deferral / active EE | $3,096 | $5,585-44.6% | $4,692-34.0% | $6,507-52.4% |
| Admin fee / account holder | $2,341 | $14,318-83.7% | $11,386-79.4% | $12,624-81.5% |