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 | $65,618 | $65,365+0.4% | $92,893-29.4% | $72,985-10.1% |
| Participation rate | 55.3% | 68.3%-13.0pp | 76.0%-20.7pp | 69.5%-14.2pp |
| Annual return | 21.18% | 42.10%-20.9pp | 109.41%-88.2pp | 81.00%-59.8pp |
| Employer contribution / active EE | $1,083 | $2,594-58.3% | $3,653-70.4% | $2,440-55.6% |
| Participant deferral / active EE | $2,460 | $3,128-21.4% | $4,236-41.9% | $3,607-31.8% |
| Admin fee / account holder | $2,052 | $4,251-51.7% | $5,794-64.6% | $5,124-60.0% |