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 | $54,665 | $65,365-16.4% | $92,893-41.2% | $72,985-25.1% |
| Participation rate | 65.7% | 68.3%-2.6pp | 76.0%-10.3pp | 69.5%-3.8pp |
| Annual return | 21.00% | 42.10%-21.1pp | 109.41%-88.4pp | 81.00%-60.0pp |
| Employer contribution / active EE | $1,141 | $2,594-56.0% | $3,653-68.8% | $2,440-53.2% |
| Participant deferral / active EE | $2,717 | $3,128-13.2% | $4,236-35.9% | $3,607-24.7% |
| Admin fee / account holder | $12,567 | $4,251+195.6% | $5,794+116.9% | $5,124+145.2% |