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 10-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 | $58,714 | $59,839-1.9% | $81,983-28.4% | $79,858-26.5% |
| Participation rate | 61.8% | 61.6%+0.2pp | 69.2%-7.4pp | 69.6%-7.8pp |
| Annual return | 16.12% | 17.56%-1.4pp | 41.31%-25.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $458 | $1,713-73.2% | $2,498-81.6% | $2,471-81.4% |
| Participant deferral / active EE | $2,792 | $2,695+3.6% | $3,722-25.0% | $3,740-25.3% |
| Admin fee / account holder | $3,196 | $4,287-25.4% | $5,664-43.6% | $5,306-39.8% |