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 | $59,097-14.7% | $82,389-38.8% | $74,304-32.1% |
| Participation rate | 52.9% | 52.8%+0.1pp | 69.5%-16.7pp | 60.3%-7.5pp |
| Annual return | 20.25% | 22.85%-2.6pp | 28.67%-8.4pp | 29.43%-9.2pp |
| Employer contribution / active EE | $2,700 | $1,601+68.7% | $2,517+7.3% | $2,241+20.5% |
| Participant deferral / active EE | $6,266 | $2,775+125.8% | $4,155+50.8% | $3,767+66.3% |
| Admin fee / account holder | $3,711 | $4,489-17.3% | $7,231-48.7% | $2,969+25.0% |