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 | $50,438 | $55,932-9.8% | $76,735-34.3% | $67,986-25.8% |
| Participation rate | 52.9% | 50.8%+2.1pp | 69.5%-16.6pp | 57.2%-4.3pp |
| Annual return | 20.25% | 23.10%-2.9pp | 29.77%-9.5pp | 31.67%-11.4pp |
| Employer contribution / active EE | $2,700 | $1,487+81.6% | $2,454+10.0% | $2,019+33.7% |
| Participant deferral / active EE | $6,266 | $2,558+144.9% | $4,088+53.3% | $3,358+86.6% |
| Admin fee / account holder | $3,711 | $4,907-24.4% | $7,189-48.4% | $3,203+15.8% |