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 | $20,082 | $74,927-73.2% | $101,794-80.3% | $84,808-76.3% |
| Participation rate | 58.8% | 61.4%-2.6pp | 69.2%-10.4pp | 68.3%-9.5pp |
| Annual return | 28.89% | 18.70%+10.2pp | 30.53%-1.6pp | 40.90%-12.0pp |
| Employer contribution / active EE | $1,277 | $1,522-16.1% | $2,289-44.2% | $2,631-51.5% |
| Participant deferral / active EE | $2,092 | $3,099-32.5% | $4,084-48.8% | $4,212-50.3% |
| Admin fee / account holder | $2,056 | $6,514-68.4% | $8,777-76.6% | $7,344-72.0% |