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 | $83,170 | $76,050+9.4% | $96,544-13.9% | $71,457+16.4% |
| Participation rate | 57.9% | 74.4%-16.5pp | 76.0%-18.1pp | 67.9%-10.0pp |
| Annual return | 16.70% | 22.81%-6.1pp | 25.84%-9.1pp | 28.85%-12.2pp |
| Employer contribution / active EE | $744 | $2,244-66.8% | $2,965-74.9% | $2,588-71.2% |
| Participant deferral / active EE | $2,498 | $4,215-40.7% | $4,851-48.5% | $4,289-41.8% |
| Admin fee / account holder | $2,798 | $2,707+3.3% | $8,252-66.1% | $1,587+76.3% |