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 4-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 | $60,845 | $57,590+5.7% | $86,233-29.4% | $82,448-26.2% |
| Participation rate | 58.5% | 57.9%+0.7pp | 69.0%-10.5pp | 68.1%-9.5pp |
| Annual return | 16.86% | 22.41%-5.6pp | 61.39%-44.5pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,853 | $1,655+72.4% | $2,504+13.9% | $2,551+11.9% |
| Participant deferral / active EE | $5,493 | $3,080+78.3% | $4,559+20.5% | $4,139+32.7% |
| Admin fee / account holder | $2,619 | $4,730-44.6% | $8,342-68.6% | $7,234-63.8% |