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 | $61,134 | $61,272-0.2% | $149,673-59.2% | $71,457-14.4% |
| Participation rate | 55.4% | 62.5%-7.1pp | 78.8%-23.4pp | 67.9%-12.6pp |
| Annual return | 15.97% | 35.85%-19.9pp | 134.42%-118.4pp | 28.85%-12.9pp |
| Employer contribution / active EE | $1,415 | $2,378-40.5% | $4,818-70.6% | $2,588-45.3% |
| Participant deferral / active EE | $3,536 | $2,917+21.2% | $5,680-37.8% | $4,289-17.6% |
| Admin fee / account holder | $5,519 | $1,261+337.5% | $13,210-58.2% | $1,587+247.7% |