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 8-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 | $42,536 | $54,762-22.3% | $90,281-52.9% | $72,985-41.7% |
| Participation rate | 66.7% | 65.1%+1.5pp | 73.3%-6.6pp | 69.5%-2.8pp |
| Annual return | 29.16% | 30.63%-1.5pp | 78.10%-48.9pp | 81.00%-51.8pp |
| Employer contribution / active EE | $3,250 | $2,092+55.3% | $2,854+13.9% | $2,440+33.2% |
| Participant deferral / active EE | $7,512 | $2,887+160.2% | $3,885+93.3% | $3,607+108.2% |
| Admin fee / account holder | $364 | $3,972-90.8% | $5,351-93.2% | $5,124-92.9% |