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 | $39,530 | $48,230-18.0% | $67,502-41.4% | $80,856-51.1% |
| Participation rate | 69.8% | 66.4%+3.4pp | 72.9%-3.1pp | 67.6%+2.2pp |
| Annual return | 13.12% | 18.28%-5.2pp | 3512.12%-3499.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,868 | $2,020-7.5% | $2,731-31.6% | $2,755-32.2% |
| Participant deferral / active EE | $4,195 | $2,924+43.5% | $4,000+4.9% | $4,296-2.3% |
| Admin fee / account holder | $7,687 | $3,681+108.8% | $3,998+92.3% | $6,918+11.1% |