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 | $83,930 | $84,556-0.7% | $116,228-27.8% | $74,304+13.0% |
| Participation rate | 27.5% | 66.0%-38.5pp | 74.6%-47.0pp | 60.3%-32.8pp |
| Annual return | 15.64% | 18.35%-2.7pp | 90.06%-74.4pp | 29.43%-13.8pp |
| Employer contribution / active EE | $814 | $2,168-62.5% | $2,994-72.8% | $2,241-63.7% |
| Participant deferral / active EE | $1,665 | $3,814-56.3% | $4,953-66.4% | $3,767-55.8% |
| Admin fee / account holder | $1,209 | $3,792-68.1% | $11,989-89.9% | $2,969-59.3% |