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 | $23,361 | $58,512-60.1% | $84,015-72.2% | $72,985-68.0% |
| Participation rate | 60.6% | 61.2%-0.6pp | 69.0%-8.4pp | 69.5%-8.9pp |
| Annual return | 19.23% | 28.93%-9.7pp | 71.31%-52.1pp | 81.00%-61.8pp |
| Employer contribution / active EE | $1,082 | $1,163-7.0% | $1,983-45.4% | $2,440-55.7% |
| Participant deferral / active EE | $1,948 | $2,394-18.6% | $3,239-39.9% | $3,607-46.0% |
| Admin fee / account holder | $9,106 | $4,569+99.3% | $6,101+49.3% | $5,124+77.7% |