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 | $75,730 | $73,787+2.6% | $98,716-23.3% | $82,448-8.1% |
| Participation rate | 41.2% | 61.4%-20.2pp | 69.3%-28.1pp | 68.1%-26.9pp |
| Annual return | 12.69% | 18.57%-5.9pp | 31.81%-19.1pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,467 | $1,511-3.0% | $2,279-35.6% | $2,551-42.5% |
| Participant deferral / active EE | $2,347 | $3,081-23.8% | $4,048-42.0% | $4,139-43.3% |
| Admin fee / account holder | $8,544 | $6,500+31.4% | $8,703-1.8% | $7,234+18.1% |