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 | $83,898 | $77,503+8.3% | $100,391-16.4% | $80,856+3.8% |
| Participation rate | 52.1% | 76.9%-24.8pp | 81.5%-29.4pp | 67.6%-15.5pp |
| Annual return | 14.84% | 37.20%-22.4pp | 49.20%-34.4pp | 35.59%-20.8pp |
| Employer contribution / active EE | $1,717 | $2,801-38.7% | $3,942-56.4% | $2,755-37.7% |
| Participant deferral / active EE | $3,291 | $6,820-51.7% | $8,082-59.3% | $4,296-23.4% |
| Admin fee / account holder | $3,992 | $5,897-32.3% | $7,899-49.5% | $6,918-42.3% |