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 8-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 | $33,486 | $70,428-52.5% | $96,562-65.3% | $85,850-61.0% |
| Participation rate | 67.5% | 61.8%+5.7pp | 69.8%-2.3pp | 69.3%-1.8pp |
| Annual return | 20.86% | 18.59%+2.3pp | 37.78%-16.9pp | 318.53%-297.7pp |
| Employer contribution / active EE | $1,653 | $1,413+17.0% | $2,356-29.9% | $2,565-35.6% |
| Participant deferral / active EE | $4,022 | $2,894+39.0% | $3,849+4.5% | $3,952+1.8% |
| Admin fee / account holder | $503 | $4,997-89.9% | $6,181-91.9% | $6,260-92.0% |