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 | $80,803 | $57,016+41.7% | $84,966-4.9% | $80,856-0.1% |
| Participation rate | 53.7% | 56.3%-2.7pp | 67.5%-13.8pp | 67.6%-14.0pp |
| Annual return | 15.51% | 21.66%-6.2pp | 66.38%-50.9pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,303 | $1,798-27.5% | $2,727-52.2% | $2,755-52.7% |
| Participant deferral / active EE | $3,518 | $3,110+13.1% | $4,519-22.1% | $4,296-18.1% |
| Admin fee / account holder | $2,152 | $4,980-56.8% | $6,149-65.0% | $6,918-68.9% |