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 | $67,992 | $67,606+0.6% | $82,313-17.4% | $70,131-3.1% |
| Participation rate | 55.8% | 72.8%-17.0pp | 76.9%-21.1pp | 69.5%-13.7pp |
| Annual return | 15.92% | 21.57%-5.6pp | 25.88%-10.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,171 | $1,755-33.2% | $2,428-51.8% | $2,342-50.0% |
| Participant deferral / active EE | $1,947 | $2,987-34.8% | $3,706-47.5% | $3,332-41.6% |
| Admin fee / account holder | $571 | $4,512-87.3% | $5,608-89.8% | $4,645-87.7% |