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 | $45,336 | $70,428-35.6% | $96,562-53.0% | $85,850-47.2% |
| Participation rate | 63.1% | 61.8%+1.3pp | 69.8%-6.7pp | 69.3%-6.2pp |
| Annual return | 16.50% | 18.59%-2.1pp | 37.78%-21.3pp | 318.53%-302.0pp |
| Employer contribution / active EE | $1,305 | $1,413-7.6% | $2,356-44.6% | $2,565-49.1% |
| Participant deferral / active EE | $4,534 | $2,894+56.7% | $3,849+17.8% | $3,952+14.7% |
| Admin fee / account holder | $7,073 | $4,997+41.6% | $6,181+14.4% | $6,260+13.0% |