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 | $57,217 | $58,828-2.7% | $77,999-26.6% | $62,891-9.0% |
| Participation rate | 60.8% | 71.1%-10.2pp | 75.5%-14.7pp | 69.3%-8.5pp |
| Annual return | 6.85% | 17.16%-10.3pp | 425.96%-419.1pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,401 | $1,672-16.2% | $2,470-43.3% | $2,281-38.6% |
| Participant deferral / active EE | $2,847 | $2,686+6.0% | $3,497-18.6% | $3,203-11.1% |
| Admin fee / account holder | $7,626 | $4,393+73.6% | $5,480+39.2% | $4,296+77.5% |