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 | $47,936 | $47,105+1.8% | $68,368-29.9% | $67,986-29.5% |
| Participation rate | 53.3% | 51.8%+1.5pp | 73.8%-20.5pp | 57.2%-3.9pp |
| Annual return | 12.81% | 48.37%-35.6pp | 292.57%-279.8pp | 31.67%-18.9pp |
| Employer contribution / active EE | $603 | $1,859-67.6% | $2,649-77.2% | $2,019-70.1% |
| Participant deferral / active EE | $3,003 | $2,374+26.5% | $4,123-27.2% | $3,358-10.6% |
| Admin fee / account holder | $4,086 | $2,435+67.8% | $5,150-20.7% | $3,203+27.6% |