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 | $32,959 | $73,933-55.4% | $96,683-65.9% | $75,163-56.2% |
| Participation rate | 64.5% | 66.4%-1.9pp | 74.3%-9.8pp | 67.2%-2.7pp |
| Annual return | 22.62% | 26.70%-4.1pp | 35.69%-13.1pp | 160.62%-138.0pp |
| Employer contribution / active EE | $3,360 | $2,928+14.8% | $3,737-10.1% | $2,670+25.9% |
| Participant deferral / active EE | $6,589 | $3,659+80.1% | $4,878+35.1% | $4,125+59.7% |
| Admin fee / account holder | $2,309 | $5,216-55.7% | $6,730-65.7% | $5,651-59.1% |