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 | $80,009 | $63,764+25.5% | $81,930-2.3% | $79,858+0.2% |
| Participation rate | 62.7% | 67.5%-4.8pp | 72.0%-9.3pp | 69.6%-6.9pp |
| Annual return | 15.50% | 22.66%-7.2pp | 29.49%-14.0pp | 31.71%-16.2pp |
| Employer contribution / active EE | $756 | $1,795-57.9% | $4,310-82.5% | $2,471-69.4% |
| Participant deferral / active EE | $3,252 | $2,780+17.0% | $7,107-54.2% | $3,740-13.1% |
| Admin fee / account holder | $5,312 | $4,426+20.0% | $5,158+3.0% | $5,306+0.1% |