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 | $82,278 | $80,717+1.9% | $154,803-46.8% | $84,808-3.0% |
| Participation rate | 39.4% | 66.8%-27.4pp | 78.1%-38.7pp | 68.3%-28.9pp |
| Annual return | 16.72% | 37.96%-21.2pp | 58.88%-42.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,240 | $2,761-55.1% | $4,305-71.2% | $2,631-52.9% |
| Participant deferral / active EE | $2,566 | $3,303-22.3% | $5,540-53.7% | $4,212-39.1% |
| Admin fee / account holder | $9,025 | $6,746+33.8% | $14,329-37.0% | $7,344+22.9% |