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 | $75,554 | $80,968-6.7% | $96,544-21.7% | $75,163+0.5% |
| Participation rate | 49.3% | 71.8%-22.5pp | 76.0%-26.6pp | 67.2%-17.9pp |
| Annual return | 17.48% | 27.06%-9.6pp | 25.84%-8.4pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,536 | $2,282-32.7% | $2,965-48.2% | $2,670-42.5% |
| Participant deferral / active EE | $3,251 | $3,928-17.2% | $4,851-33.0% | $4,125-21.2% |
| Admin fee / account holder | $6,134 | $6,724-8.8% | $8,252-25.7% | $5,651+8.5% |