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 | $73,526 | $72,277+1.7% | $101,248-27.4% | $79,858-7.9% |
| Participation rate | 60.7% | 68.5%-7.7pp | 75.8%-15.1pp | 69.6%-8.9pp |
| Annual return | 29.86% | 22.30%+7.6pp | 46.47%-16.6pp | 31.71%-1.9pp |
| Employer contribution / active EE | $2,003 | $2,692-25.6% | $3,660-45.3% | $2,471-18.9% |
| Participant deferral / active EE | $3,259 | $3,282-0.7% | $4,370-25.4% | $3,740-12.9% |
| Admin fee / account holder | $17,946 | $4,400+307.8% | $5,945+201.8% | $5,306+238.2% |