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 | $72,898 | $78,926-7.6% | $136,749-46.7% | $84,808-14.0% |
| Participation rate | 47.9% | 62.2%-14.3pp | 72.1%-24.3pp | 68.3%-20.4pp |
| Annual return | 13.94% | 18.17%-4.2pp | 24.33%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,026 | $2,134-51.9% | $3,400-69.8% | $2,631-61.0% |
| Participant deferral / active EE | $2,609 | $3,168-17.6% | $4,692-44.4% | $4,212-38.0% |
| Admin fee / account holder | $6,688 | $6,369+5.0% | $11,386-41.3% | $7,344-8.9% |