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 | $86,111 | $95,803-10.1% | $113,168-23.9% | $84,808+1.5% |
| Participation rate | 67.3% | 72.9%-5.5pp | 76.6%-9.2pp | 68.3%-1.0pp |
| Annual return | 25.98% | 25.00%+1.0pp | 24.27%+1.7pp | 40.90%-14.9pp |
| Employer contribution / active EE | $922 | $2,360-60.9% | $2,975-69.0% | $2,631-65.0% |
| Participant deferral / active EE | $3,687 | $4,242-13.1% | $5,107-27.8% | $4,212-12.4% |
| Admin fee / account holder | $1,725 | $8,989-80.8% | $12,068-85.7% | $7,344-76.5% |