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 | $79,335 | $81,460-2.6% | $103,333-23.2% | $80,856-1.9% |
| Participation rate | 28.6% | 66.8%-38.3pp | 74.5%-45.9pp | 67.6%-39.1pp |
| Annual return | 17.64% | 25.55%-7.9pp | 24.88%-7.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $1,320 | $3,105-57.5% | $3,868-65.9% | $2,755-52.1% |
| Participant deferral / active EE | $5,236 | $3,869+35.4% | $5,057+3.5% | $4,296+21.9% |
| Admin fee / account holder | $8,246 | $6,566+25.6% | $8,355-1.3% | $6,918+19.2% |