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 | $56,959 | $57,590-1.1% | $86,233-33.9% | $82,448-30.9% |
| Participation rate | 66.7% | 57.9%+8.8pp | 69.0%-2.4pp | 68.1%-1.4pp |
| Annual return | 18.39% | 22.41%-4.0pp | 61.39%-43.0pp | 41.64%-23.3pp |
| Employer contribution / active EE | $2,297 | $1,655+38.7% | $2,504-8.3% | $2,551-10.0% |
| Participant deferral / active EE | $6,505 | $3,080+111.2% | $4,559+42.7% | $4,139+57.2% |
| Admin fee / account holder | $393 | $4,730-91.7% | $8,342-95.3% | $7,234-94.6% |