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 | $56,557 | $54,541+3.7% | $78,778-28.2% | $70,131-19.4% |
| Participation rate | 57.7% | 60.8%-3.1pp | 69.2%-11.5pp | 69.5%-11.8pp |
| Annual return | 16.51% | 21.07%-4.6pp | 35.62%-19.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,575 | $1,089+44.7% | $1,986-20.7% | $2,342-32.7% |
| Participant deferral / active EE | $3,441 | $2,210+55.7% | $2,958+16.3% | $3,332+3.3% |
| Admin fee / account holder | $1,103 | $3,709-70.3% | $5,134-78.5% | $4,645-76.3% |