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 9-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 | $37,808 | $37,426+1.0% | $77,482-51.2% | $79,858-52.7% |
| Participation rate | 63.5% | 41.5%+22.0pp | 54.2%+9.3pp | 69.6%-6.1pp |
| Annual return | 11.30% | 39.70%-28.4pp | 54.79%-43.5pp | 31.71%-20.4pp |
| Employer contribution / active EE | $529 | $637-16.9% | $986-46.4% | $2,471-78.6% |
| Participant deferral / active EE | $1,733 | $1,260+37.5% | $1,861-6.9% | $3,740-53.7% |
| Admin fee / account holder | $3,451 | $2,504+37.8% | $2,858+20.8% | $5,306-35.0% |