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 | $53,042 | $56,060-5.4% | $76,002-30.2% | $80,874-34.4% |
| Participation rate | 56.3% | 62.0%-5.7pp | 69.1%-12.7pp | 67.6%-11.3pp |
| Annual return | 10.85% | 20.54%-9.7pp | 360.07%-349.2pp | 35.62%-24.8pp |
| Employer contribution / active EE | $1,887 | $1,873+0.7% | $2,688-29.8% | $2,756-31.5% |
| Participant deferral / active EE | $3,978 | $3,051+30.4% | $4,257-6.5% | $4,297-7.4% |
| Admin fee / account holder | $2,074 | $5,237-60.4% | $6,414-67.7% | $6,935-70.1% |