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 | $57,590-32.5% | $86,233-54.9% | $82,448-52.9% |
| Participation rate | 62.3% | 57.9%+4.5pp | 69.0%-6.7pp | 68.1%-5.7pp |
| Annual return | 23.28% | 22.41%+0.9pp | 61.39%-38.1pp | 41.64%-18.4pp |
| Employer contribution / active EE | $2,054 | $1,655+24.1% | $2,504-18.0% | $2,551-19.5% |
| Participant deferral / active EE | $4,456 | $3,080+44.7% | $4,559-2.3% | $4,139+7.7% |
| Admin fee / account holder | $4,088 | $4,730-13.6% | $8,342-51.0% | $7,234-43.5% |