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 | $61,339 | $59,839+2.5% | $81,983-25.2% | $79,858-23.2% |
| Participation rate | 61.3% | 61.6%-0.3pp | 69.2%-8.0pp | 69.6%-8.3pp |
| Annual return | 15.23% | 17.56%-2.3pp | 41.31%-26.1pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,036 | $1,713-39.5% | $2,498-58.5% | $2,471-58.1% |
| Participant deferral / active EE | $2,529 | $2,695-6.1% | $3,722-32.0% | $3,740-32.4% |
| Admin fee / account holder | $718 | $4,287-83.2% | $5,664-87.3% | $5,306-86.5% |