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 | $75,953 | $77,503-2.0% | $100,391-24.3% | $80,856-6.1% |
| Participation rate | 62.3% | 76.9%-14.6pp | 81.5%-19.2pp | 67.6%-5.3pp |
| Annual return | 14.02% | 37.20%-23.2pp | 49.20%-35.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,778 | $2,801-0.8% | $3,942-29.5% | $2,755+0.8% |
| Participant deferral / active EE | $7,458 | $6,820+9.4% | $8,082-7.7% | $4,296+73.6% |
| Admin fee / account holder | $4,576 | $5,897-22.4% | $7,899-42.1% | $6,918-33.8% |