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 | $31,292 | $46,553-32.8% | $64,056-51.1% | $75,163-58.4% |
| Participation rate | 60.0% | 65.9%-5.9pp | 72.3%-12.3pp | 67.2%-7.2pp |
| Annual return | 18.85% | 26.03%-7.2pp | 33.69%-14.8pp | 160.62%-141.8pp |
| Employer contribution / active EE | $2,052 | $1,974+4.0% | $2,747-25.3% | $2,670-23.1% |
| Participant deferral / active EE | $3,422 | $2,837+20.6% | $3,880-11.8% | $4,125-17.0% |
| Admin fee / account holder | $2,120 | $2,952-28.2% | $3,068-30.9% | $5,651-62.5% |