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 | $87,395 | $74,927+16.6% | $101,794-14.1% | $84,808+3.1% |
| Participation rate | 50.0% | 61.4%-11.4pp | 69.2%-19.2pp | 68.3%-18.3pp |
| Annual return | 14.60% | 18.70%-4.1pp | 30.53%-15.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $365 | $1,522-76.0% | $2,289-84.1% | $2,631-86.1% |
| Participant deferral / active EE | $2,188 | $3,099-29.4% | $4,084-46.4% | $4,212-48.0% |
| Admin fee / account holder | $8,813 | $6,514+35.3% | $8,777+0.4% | $7,344+20.0% |