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 | $32,451 | $51,315-36.8% | $95,745-66.1% | $71,457-54.6% |
| Participation rate | 61.9% | 63.0%-1.2pp | 72.3%-10.4pp | 67.9%-6.1pp |
| Annual return | 19.96% | 25.26%-5.3pp | 28.35%-8.4pp | 28.85%-8.9pp |
| Employer contribution / active EE | $2,000 | $1,819+10.0% | $2,835-29.4% | $2,588-22.7% |
| Participant deferral / active EE | $3,377 | $3,358+0.6% | $4,245-20.4% | $4,289-21.3% |
| Admin fee / account holder | $2,725 | $1,137+139.7% | $5,678-52.0% | $1,587+71.7% |