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 | $83,667 | $81,460+2.7% | $103,333-19.0% | $80,856+3.5% |
| Participation rate | 51.5% | 66.8%-15.3pp | 74.5%-23.0pp | 67.6%-16.1pp |
| Annual return | 19.30% | 25.55%-6.2pp | 24.88%-5.6pp | 35.59%-16.3pp |
| Employer contribution / active EE | $1,944 | $3,105-37.4% | $3,868-49.7% | $2,755-29.4% |
| Participant deferral / active EE | $3,499 | $3,869-9.5% | $5,057-30.8% | $4,296-18.5% |
| Admin fee / account holder | $582 | $6,566-91.1% | $8,355-93.0% | $6,918-91.6% |