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 | $76,446 | $81,460-6.2% | $103,333-26.0% | $80,856-5.5% |
| Participation rate | 58.3% | 66.8%-8.5pp | 74.5%-16.2pp | 67.6%-9.3pp |
| Annual return | 14.54% | 25.55%-11.0pp | 24.88%-10.3pp | 35.59%-21.1pp |
| Employer contribution / active EE | $2,206 | $3,105-28.9% | $3,868-43.0% | $2,755-19.9% |
| Participant deferral / active EE | $3,602 | $3,869-6.9% | $5,057-28.8% | $4,296-16.2% |
| Admin fee / account holder | $2,484 | $6,566-62.2% | $8,355-70.3% | $6,918-64.1% |