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 | $57,870 | $57,590+0.5% | $86,233-32.9% | $82,448-29.8% |
| Participation rate | 64.1% | 57.9%+6.2pp | 69.0%-4.9pp | 68.1%-4.0pp |
| Annual return | 16.72% | 22.41%-5.7pp | 61.39%-44.7pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,565 | $1,655+54.9% | $2,504+2.4% | $2,551+0.5% |
| Participant deferral / active EE | $4,097 | $3,080+33.0% | $4,559-10.1% | $4,139-1.0% |
| Admin fee / account holder | $1,158 | $4,730-75.5% | $8,342-86.1% | $7,234-84.0% |