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 | $55,328 | $55,706-0.7% | $75,886-27.1% | $72,985-24.2% |
| Participation rate | 48.3% | 61.1%-12.8pp | 69.3%-20.9pp | 69.5%-21.2pp |
| Annual return | 20.22% | 27.59%-7.4pp | 30.76%-10.5pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,025 | $1,687-39.3% | $2,500-59.0% | $2,440-58.0% |
| Participant deferral / active EE | $2,087 | $2,634-20.8% | $3,603-42.1% | $3,607-42.1% |
| Admin fee / account holder | $4,116 | $3,978+3.5% | $5,418-24.0% | $5,124-19.7% |