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 | $81,724 | $81,460+0.3% | $103,333-20.9% | $80,856+1.1% |
| Participation rate | 57.8% | 66.8%-9.1pp | 74.5%-16.7pp | 67.6%-9.9pp |
| Annual return | 11.52% | 25.55%-14.0pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,384 | $3,105-55.4% | $3,868-64.2% | $2,755-49.8% |
| Participant deferral / active EE | $2,418 | $3,869-37.5% | $5,057-52.2% | $4,296-43.7% |
| Admin fee / account holder | $1,875 | $6,566-71.4% | $8,355-77.6% | $6,918-72.9% |