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 | $71,963 | $76,670-6.1% | $96,683-25.6% | $71,457+0.7% |
| Participation rate | 58.1% | 66.6%-8.5pp | 74.3%-16.2pp | 67.9%-9.8pp |
| Annual return | 21.33% | 48.29%-27.0pp | 35.69%-14.4pp | 28.85%-7.5pp |
| Employer contribution / active EE | $1,990 | $3,031-34.4% | $3,737-46.8% | $2,588-23.1% |
| Participant deferral / active EE | $3,860 | $3,771+2.4% | $4,878-20.9% | $4,289-10.0% |
| Admin fee / account holder | $4,836 | $2,028+138.4% | $6,730-28.1% | $1,587+204.7% |