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 | $47,295 | $81,233-41.8% | $155,567-69.6% | $80,874-41.5% |
| Participation rate | 69.2% | 66.2%+3.0pp | 78.2%-9.0pp | 67.6%+1.6pp |
| Annual return | 21.78% | 33.33%-11.6pp | 64.74%-43.0pp | 35.62%-13.8pp |
| Employer contribution / active EE | $2,140 | $3,101-31.0% | $4,674-54.2% | $2,756-22.3% |
| Participant deferral / active EE | $4,503 | $3,452+30.4% | $5,628-20.0% | $4,297+4.8% |
| Admin fee / account holder | $473 | $7,998-94.1% | $15,916-97.0% | $6,935-93.2% |