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 | $77,812 | $73,933+5.2% | $96,683-19.5% | $75,163+3.5% |
| Participation rate | 55.9% | 66.4%-10.5pp | 74.3%-18.5pp | 67.2%-11.3pp |
| Annual return | 21.29% | 26.70%-5.4pp | 35.69%-14.4pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,098 | $2,928-28.3% | $3,737-43.9% | $2,670-21.4% |
| Participant deferral / active EE | $3,218 | $3,659-12.0% | $4,878-34.0% | $4,125-22.0% |
| Admin fee / account holder | $13,417 | $5,216+157.2% | $6,730+99.4% | $5,651+137.4% |