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 | $67,250 | $67,411-0.2% | $91,001-26.1% | $70,131-4.1% |
| Participation rate | 46.3% | 71.4%-25.1pp | 75.6%-29.3pp | 69.5%-23.3pp |
| Annual return | 15.96% | -40.16%+56.1pp | 4.60%+11.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,348 | $1,786-24.5% | $2,456-45.1% | $2,342-42.4% |
| Participant deferral / active EE | $2,887 | $2,823+2.3% | $3,547-18.6% | $3,332-13.4% |
| Admin fee / account holder | $3,326 | $4,236-21.5% | $5,417-38.6% | $4,645-28.4% |