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 | $72,853 | $57,065+27.7% | $75,670-3.7% | $70,131+3.9% |
| Participation rate | 45.2% | 68.1%-22.9pp | 72.3%-27.2pp | 69.5%-24.4pp |
| Annual return | 15.21% | 23.57%-8.4pp | 27.34%-12.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,050 | $1,817-42.2% | $2,352-55.4% | $2,342-55.2% |
| Participant deferral / active EE | $1,750 | $2,580-32.1% | $3,142-44.3% | $3,332-47.5% |
| Admin fee / account holder | $5,458 | $3,825+42.7% | $5,800-5.9% | $4,645+17.5% |