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 | $75,287 | $83,477-9.8% | $125,175-39.9% | $72,985+3.2% |
| Participation rate | 54.8% | 73.3%-18.5pp | 79.8%-25.0pp | 69.5%-14.7pp |
| Annual return | 22.59% | 25.78%-3.2pp | 43.79%-21.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $1,098 | $2,345-53.2% | $3,865-71.6% | $2,440-55.0% |
| Participant deferral / active EE | $2,239 | $3,585-37.6% | $4,937-54.6% | $3,607-37.9% |
| Admin fee / account holder | $2,491 | $5,517-54.9% | $9,702-74.3% | $5,124-51.4% |