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 7-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 | $40,806 | $60,022-32.0% | $88,946-54.1% | $84,808-51.9% |
| Participation rate | 56.6% | 57.8%-1.2pp | 68.8%-12.2pp | 68.3%-11.7pp |
| Annual return | 17.37% | 22.43%-5.1pp | 57.82%-40.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,385 | $1,703+40.1% | $2,555-6.6% | $2,631-9.3% |
| Participant deferral / active EE | $3,919 | $3,114+25.9% | $4,581-14.5% | $4,212-6.9% |
| Admin fee / account holder | $4,855 | $4,811+0.9% | $8,261-41.2% | $7,344-33.9% |