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 | $62,083 | $56,897+9.1% | $84,750-26.7% | $62,891-1.3% |
| Participation rate | 45.8% | 68.5%-22.8pp | 76.6%-30.8pp | 69.3%-23.5pp |
| Annual return | 7.58% | 6.30%+1.3pp | 22.78%-15.2pp | 20.14%-12.6pp |
| Employer contribution / active EE | $765 | $2,400-68.1% | $3,574-78.6% | $2,281-66.5% |
| Participant deferral / active EE | $4,545 | $2,709+67.8% | $3,712+22.4% | $3,203+41.9% |
| Admin fee / account holder | $11,633 | $3,581+224.9% | $5,332+118.2% | $4,296+170.8% |