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 | $88,945 | $100,923-11.9% | $150,045-40.7% | $74,304+19.7% |
| Participation rate | 64.4% | 70.1%-5.7pp | 82.3%-17.9pp | 60.3%+4.1pp |
| Annual return | 67.08% | 51.77%+15.3pp | 62.55%+4.5pp | 29.43%+37.7pp |
| Employer contribution / active EE | $1,358 | $3,463-60.8% | $4,693-71.1% | $2,241-39.4% |
| Participant deferral / active EE | $3,149 | $6,709-53.1% | $7,997-60.6% | $3,767-16.4% |
| Admin fee / account holder | $17,665 | $2,767+538.4% | $13,435+31.5% | $2,969+495.0% |