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 | $65,426 | $58,523+11.8% | $99,443-34.2% | $72,985-10.4% |
| Participation rate | 48.9% | 64.6%-15.7pp | 73.8%-24.9pp | 69.5%-20.6pp |
| Annual return | 28.33% | 28.51%-0.2pp | 30.72%-2.4pp | 81.00%-52.7pp |
| Employer contribution / active EE | $1,482 | $1,512-1.9% | $2,540-41.6% | $2,440-39.2% |
| Participant deferral / active EE | $2,312 | $2,606-11.3% | $3,619-36.1% | $3,607-35.9% |
| Admin fee / account holder | $1,664 | $4,102-59.4% | $6,250-73.4% | $5,124-67.5% |