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 6-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 | $62,804 | $57,016+10.2% | $84,966-26.1% | $80,856-22.3% |
| Participation rate | 54.4% | 56.3%-1.9pp | 67.5%-13.1pp | 67.6%-13.2pp |
| Annual return | 15.23% | 21.66%-6.4pp | 66.38%-51.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,005 | $1,798+11.5% | $2,727-26.5% | $2,755-27.2% |
| Participant deferral / active EE | $3,078 | $3,110-1.0% | $4,519-31.9% | $4,296-28.4% |
| Admin fee / account holder | $513 | $4,980-89.7% | $6,149-91.7% | $6,918-92.6% |