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 | $74,729 | $76,367-2.1% | $93,606-20.2% | $72,985+2.4% |
| Participation rate | 59.6% | 71.7%-12.1pp | 75.8%-16.2pp | 69.5%-9.9pp |
| Annual return | 19.99% | 25.82%-5.8pp | 32.76%-12.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $601 | $2,275-73.6% | $2,718-77.9% | $2,440-75.4% |
| Participant deferral / active EE | $1,955 | $3,538-44.8% | $4,069-52.0% | $3,607-45.8% |
| Admin fee / account holder | $2,798 | $6,838-59.1% | $7,888-64.5% | $5,124-45.4% |