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 | $45,904 | $43,327+5.9% | $59,878-23.3% | $64,186-28.5% |
| Participation rate | 66.7% | 69.2%-2.5pp | 74.7%-8.0pp | 69.6%-2.9pp |
| Annual return | 13.86% | -1.55%+15.4pp | 3.46%+10.4pp | 7.63%+6.2pp |
| Employer contribution / active EE | $1,990 | $2,028-1.9% | $2,722-26.9% | $2,381-16.4% |
| Participant deferral / active EE | $2,213 | $2,546-13.1% | $3,402-35.0% | $3,470-36.2% |
| Admin fee / account holder | $1,347 | $3,005-55.2% | $3,590-62.5% | $4,888-72.4% |