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 | $62,638 | $80,717-22.4% | $154,803-59.5% | $84,808-26.1% |
| Participation rate | 69.4% | 66.8%+2.6pp | 78.1%-8.6pp | 68.3%+1.1pp |
| Annual return | 17.22% | 37.96%-20.7pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,637 | $2,761-4.5% | $4,305-38.8% | $2,631+0.2% |
| Participant deferral / active EE | $4,920 | $3,303+48.9% | $5,540-11.2% | $4,212+16.8% |
| Admin fee / account holder | $2,395 | $6,746-64.5% | $14,329-83.3% | $7,344-67.4% |