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 6-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 | $33,581 | $59,101-43.2% | $77,163-56.5% | $75,163-55.3% |
| Participation rate | 69.2% | 63.9%+5.4pp | 69.6%-0.3pp | 67.2%+2.0pp |
| Annual return | 17.83% | 26.71%-8.9pp | 37.87%-20.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $1,378 | $1,995-31.0% | $2,535-45.7% | $2,670-48.4% |
| Participant deferral / active EE | $3,523 | $2,999+17.5% | $3,833-8.1% | $4,125-14.6% |
| Admin fee / account holder | $1,492 | $4,774-68.8% | $5,472-72.7% | $5,651-73.6% |