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 3-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 | $32,739 | $68,719-52.4% | $91,541-64.2% | $84,808-61.4% |
| Participation rate | 58.0% | 64.5%-6.5pp | 69.8%-11.8pp | 68.3%-10.3pp |
| Annual return | 19.39% | 19.12%+0.3pp | 20.50%-1.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $2,648 | $1,920+37.9% | $2,505+5.7% | $2,631+0.7% |
| Participant deferral / active EE | $4,929 | $3,136+57.2% | $4,008+23.0% | $4,212+17.0% |
| Admin fee / account holder | $3,115 | $5,786-46.2% | $6,956-55.2% | $7,344-57.6% |