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 | $62,956 | $58,512+7.6% | $84,015-25.1% | $72,985-13.7% |
| Participation rate | 54.8% | 61.2%-6.4pp | 69.0%-14.2pp | 69.5%-14.6pp |
| Annual return | 17.52% | 28.93%-11.4pp | 71.31%-53.8pp | 81.00%-63.5pp |
| Employer contribution / active EE | $1,263 | $1,163+8.6% | $1,983-36.3% | $2,440-48.2% |
| Participant deferral / active EE | $2,514 | $2,394+5.0% | $3,239-22.4% | $3,607-30.3% |
| Admin fee / account holder | $1,351 | $4,569-70.4% | $6,101-77.9% | $5,124-73.6% |