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 | $40,576 | $71,883-43.6% | $86,677-53.2% | $68,494-40.8% |
| Participation rate | 58.3% | 72.2%-13.9pp | 76.6%-18.2pp | 67.9%-9.6pp |
| Annual return | 39.21% | 3.52%+35.7pp | 35.91%+3.3pp | -7.84%+47.1pp |
| Employer contribution / active EE | $2,562 | $2,173+17.9% | $2,836-9.7% | $2,596-1.3% |
| Participant deferral / active EE | $5,118 | $3,779+35.4% | $4,656+9.9% | $4,027+27.1% |
| Admin fee / account holder | $2,077 | $6,112-66.0% | $7,493-72.3% | $5,403-61.6% |