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 | $33,399 | $64,480-48.2% | $81,382-59.0% | $80,856-58.7% |
| Participation rate | 64.9% | 63.9%+1.0pp | 69.5%-4.6pp | 67.6%-2.7pp |
| Annual return | 15.24% | 16.34%-1.1pp | 24.73%-9.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,723 | $1,978-12.9% | $2,463-30.1% | $2,755-37.5% |
| Participant deferral / active EE | $3,888 | $3,094+25.7% | $3,883+0.1% | $4,296-9.5% |
| Admin fee / account holder | $3,681 | $5,671-35.1% | $5,768-36.2% | $6,918-46.8% |