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 | $62,867 | $60,892+3.2% | $82,389-23.7% | $84,808-25.9% |
| Participation rate | 59.5% | 63.3%-3.8pp | 69.5%-10.1pp | 68.3%-8.8pp |
| Annual return | 14.02% | 37.29%-23.3pp | 28.67%-14.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,231 | $1,779-30.8% | $2,517-51.1% | $2,631-53.2% |
| Participant deferral / active EE | $3,733 | $3,179+17.4% | $4,155-10.2% | $4,212-11.4% |
| Admin fee / account holder | $6,486 | $5,467+18.6% | $7,231-10.3% | $7,344-11.7% |