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 | $73,586 | $76,670-4.0% | $96,683-23.9% | $71,457+3.0% |
| Participation rate | 43.4% | 66.6%-23.1pp | 74.3%-30.9pp | 67.9%-24.5pp |
| Annual return | 17.60% | 48.29%-30.7pp | 35.69%-18.1pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,820 | $3,031-40.0% | $3,737-51.3% | $2,588-29.7% |
| Participant deferral / active EE | $3,382 | $3,771-10.3% | $4,878-30.7% | $4,289-21.1% |
| Admin fee / account holder | $2,008 | $2,028-1.0% | $6,730-70.2% | $1,587+26.5% |