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 5-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 | $27,814 | $67,894-59.0% | $89,340-68.9% | $82,448-66.3% |
| Participation rate | 67.4% | 64.0%+3.3pp | 69.6%-2.2pp | 68.1%-0.7pp |
| Annual return | 16.13% | 19.21%-3.1pp | 20.57%-4.4pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,930 | $1,828+5.6% | $2,231-13.5% | $2,551-24.3% |
| Participant deferral / active EE | $3,389 | $3,072+10.3% | $3,823-11.3% | $4,139-18.1% |
| Admin fee / account holder | $3,058 | $5,723-46.6% | $6,704-54.4% | $7,234-57.7% |