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 | $82,525 | $76,367+8.1% | $93,606-11.8% | $72,985+13.1% |
| Participation rate | 48.6% | 71.7%-23.1pp | 75.8%-27.2pp | 69.5%-20.8pp |
| Annual return | 17.71% | 25.82%-8.1pp | 32.76%-15.0pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,300 | $2,275-42.9% | $2,718-52.2% | $2,440-46.7% |
| Participant deferral / active EE | $3,309 | $3,538-6.5% | $4,069-18.7% | $3,607-8.3% |
| Admin fee / account holder | $2,953 | $6,838-56.8% | $7,888-62.6% | $5,124-42.4% |