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 | $60,800 | $60,022+1.3% | $88,946-31.6% | $84,808-28.3% |
| Participation rate | 59.5% | 57.8%+1.6pp | 68.8%-9.4pp | 68.3%-8.9pp |
| Annual return | 14.33% | 22.43%-8.1pp | 57.82%-43.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,329 | $1,703-22.0% | $2,555-48.0% | $2,631-49.5% |
| Participant deferral / active EE | $3,122 | $3,114+0.3% | $4,581-31.8% | $4,212-25.9% |
| Admin fee / account holder | $1,548 | $4,811-67.8% | $8,261-81.3% | $7,344-78.9% |