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 | $33,010 | $64,480-48.8% | $81,382-59.4% | $80,856-59.2% |
| Participation rate | 60.0% | 63.9%-3.9pp | 69.5%-9.5pp | 67.6%-7.6pp |
| Annual return | 20.13% | 16.34%+3.8pp | 24.73%-4.6pp | 35.59%-15.5pp |
| Employer contribution / active EE | $2,825 | $1,978+42.8% | $2,463+14.7% | $2,755+2.5% |
| Participant deferral / active EE | $4,718 | $3,094+52.5% | $3,883+21.5% | $4,296+9.8% |
| Admin fee / account holder | $1,066 | $5,671-81.2% | $5,768-81.5% | $6,918-84.6% |