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 | $74,590 | $60,892+22.5% | $82,389-9.5% | $84,808-12.0% |
| Participation rate | 34.1% | 63.3%-29.2pp | 69.5%-35.5pp | 68.3%-34.2pp |
| Annual return | 15.52% | 37.29%-21.8pp | 28.67%-13.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,495 | $1,779-16.0% | $2,517-40.6% | $2,631-43.2% |
| Participant deferral / active EE | $2,325 | $3,179-26.8% | $4,155-44.0% | $4,212-44.8% |
| Admin fee / account holder | $4,041 | $5,467-26.1% | $7,231-44.1% | $7,344-45.0% |