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 | $62,036 | $58,828+5.5% | $77,999-20.5% | $62,891-1.4% |
| Participation rate | 50.0% | 71.1%-21.1pp | 75.5%-25.5pp | 69.3%-19.3pp |
| Annual return | 10.20% | 17.16%-7.0pp | 425.96%-415.8pp | 20.14%-9.9pp |
| Employer contribution / active EE | $1,038 | $1,672-37.9% | $2,470-58.0% | $2,281-54.5% |
| Participant deferral / active EE | $2,681 | $2,686-0.2% | $3,497-23.3% | $3,203-16.3% |
| Admin fee / account holder | $4,614 | $4,393+5.0% | $5,480-15.8% | $4,296+7.4% |