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 | $53,512 | $64,517-17.1% | $81,438-34.3% | $80,874-33.8% |
| Participation rate | 68.2% | 63.9%+4.3pp | 69.5%-1.3pp | 67.6%+0.5pp |
| Annual return | 13.53% | 16.35%-2.8pp | 24.74%-11.2pp | 35.62%-22.1pp |
| Employer contribution / active EE | $2,333 | $1,982+17.7% | $2,460-5.2% | $2,756-15.3% |
| Participant deferral / active EE | $3,980 | $3,096+28.6% | $3,883+2.5% | $4,297-7.4% |
| Admin fee / account holder | $5,397 | $5,677-4.9% | $5,764-6.4% | $6,935-22.2% |