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 | $27,997 | $81,460-65.6% | $103,333-72.9% | $80,856-65.4% |
| Participation rate | 67.9% | 66.8%+1.1pp | 74.5%-6.6pp | 67.6%+0.3pp |
| Annual return | 38.99% | 25.55%+13.4pp | 24.88%+14.1pp | 35.59%+3.4pp |
| Employer contribution / active EE | $3,373 | $3,105+8.6% | $3,868-12.8% | $2,755+22.5% |
| Participant deferral / active EE | $6,956 | $3,869+79.8% | $5,057+37.5% | $4,296+61.9% |
| Admin fee / account holder | $2,529 | $6,566-61.5% | $8,355-69.7% | $6,918-63.4% |