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 | $84,416 | $81,460+3.6% | $103,333-18.3% | $80,856+4.4% |
| Participation rate | 57.4% | 66.8%-9.5pp | 74.5%-17.1pp | 67.6%-10.3pp |
| Annual return | 12.85% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.7pp |
| Employer contribution / active EE | $2,368 | $3,105-23.7% | $3,868-38.8% | $2,755-14.1% |
| Participant deferral / active EE | $4,725 | $3,869+22.1% | $5,057-6.6% | $4,296+10.0% |
| Admin fee / account holder | $3,743 | $6,566-43.0% | $8,355-55.2% | $6,918-45.9% |