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 | $80,035 | $81,460-1.7% | $103,333-22.5% | $80,856-1.0% |
| Participation rate | 64.4% | 66.8%-2.4pp | 74.5%-10.1pp | 67.6%-3.2pp |
| Annual return | 10.55% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $2,189 | $3,105-29.5% | $3,868-43.4% | $2,755-20.5% |
| Participant deferral / active EE | $1,978 | $3,869-48.9% | $5,057-60.9% | $4,296-54.0% |
| Admin fee / account holder | $9,510 | $6,566+44.8% | $8,355+13.8% | $6,918+37.5% |