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 | $67,031 | $65,041+3.1% | $90,951-26.3% | $79,858-16.1% |
| Participation rate | 60.0% | 61.6%-1.6pp | 69.0%-9.0pp | 69.6%-9.6pp |
| Annual return | 12.85% | 30.45%-17.6pp | 134.60%-121.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,493 | $1,247+19.7% | $2,122-29.6% | $2,471-39.6% |
| Participant deferral / active EE | $2,778 | $2,512+10.6% | $3,373-17.6% | $3,740-25.7% |
| Admin fee / account holder | $1,398 | $4,536-69.2% | $5,959-76.5% | $5,306-73.6% |