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 | $75,205 | $65,246+15.3% | $98,716-23.8% | $67,986+10.6% |
| Participation rate | 42.6% | 51.4%-8.8pp | 69.3%-26.7pp | 57.2%-14.6pp |
| Annual return | 13.42% | 20.58%-7.2pp | 31.81%-18.4pp | 31.67%-18.2pp |
| Employer contribution / active EE | $1,028 | $1,042-1.4% | $2,279-54.9% | $2,019-49.1% |
| Participant deferral / active EE | $2,764 | $2,594+6.5% | $4,048-31.7% | $3,358-17.7% |
| Admin fee / account holder | $3,098 | $4,561-32.1% | $8,703-64.4% | $3,203-3.3% |