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 | $87,033 | $81,460+6.8% | $103,333-15.8% | $80,856+7.6% |
| Participation rate | 46.2% | 66.8%-20.7pp | 74.5%-28.4pp | 67.6%-21.5pp |
| Annual return | 13.23% | 25.55%-12.3pp | 24.88%-11.7pp | 35.59%-22.4pp |
| Employer contribution / active EE | $1,857 | $3,105-40.2% | $3,868-52.0% | $2,755-32.6% |
| Participant deferral / active EE | $4,045 | $3,869+4.6% | $5,057-20.0% | $4,296-5.8% |
| Admin fee / account holder | $2,470 | $6,566-62.4% | $8,355-70.4% | $6,918-64.3% |