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 | $36,414 | $81,233-55.2% | $155,567-76.6% | $80,874-55.0% |
| Participation rate | 68.8% | 66.2%+2.6pp | 78.2%-9.4pp | 67.6%+1.2pp |
| Annual return | 25.24% | 33.33%-8.1pp | 64.74%-39.5pp | 35.62%-10.4pp |
| Employer contribution / active EE | $2,336 | $3,101-24.7% | $4,674-50.0% | $2,756-15.2% |
| Participant deferral / active EE | $4,686 | $3,452+35.7% | $5,628-16.7% | $4,297+9.0% |
| Admin fee / account holder | $8,807 | $7,998+10.1% | $15,916-44.7% | $6,935+27.0% |