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 | $38,867 | $60,022-35.2% | $88,946-56.3% | $84,808-54.2% |
| Participation rate | 62.3% | 57.8%+4.5pp | 68.8%-6.5pp | 68.3%-6.0pp |
| Annual return | 23.28% | 22.43%+0.8pp | 57.82%-34.5pp | 40.90%-17.6pp |
| Employer contribution / active EE | $2,054 | $1,703+20.6% | $2,555-19.6% | $2,631-21.9% |
| Participant deferral / active EE | $4,456 | $3,114+43.1% | $4,581-2.7% | $4,212+5.8% |
| Admin fee / account holder | $4,088 | $4,811-15.0% | $8,261-50.5% | $7,344-44.3% |