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 | $85,046 | $80,717+5.4% | $154,803-45.1% | $84,808+0.3% |
| Participation rate | 59.6% | 66.8%-7.2pp | 78.1%-18.4pp | 68.3%-8.7pp |
| Annual return | 15.92% | 37.96%-22.0pp | 58.88%-43.0pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,958 | $2,761-29.1% | $4,305-54.5% | $2,631-25.6% |
| Participant deferral / active EE | $4,302 | $3,303+30.3% | $5,540-22.3% | $4,212+2.2% |
| Admin fee / account holder | $1,235 | $6,746-81.7% | $14,329-91.4% | $7,344-83.2% |