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 | $40,999 | $66,098-38.0% | $101,794-59.7% | $74,304-44.8% |
| Participation rate | 65.1% | 53.8%+11.3pp | 69.2%-4.1pp | 60.3%+4.7pp |
| Annual return | 17.27% | 19.59%-2.3pp | 30.53%-13.3pp | 29.43%-12.2pp |
| Employer contribution / active EE | $458 | $1,082-57.6% | $2,289-80.0% | $2,241-79.5% |
| Participant deferral / active EE | $3,327 | $2,781+19.6% | $4,084-18.5% | $3,767-11.7% |
| Admin fee / account holder | $3,107 | $4,146-25.1% | $8,777-64.6% | $2,969+4.6% |