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 | $43,465 | $51,315-15.3% | $95,745-54.6% | $71,457-39.2% |
| Participation rate | 62.1% | 63.0%-0.9pp | 72.3%-10.2pp | 67.9%-5.8pp |
| Annual return | 16.76% | 25.26%-8.5pp | 28.35%-11.6pp | 28.85%-12.1pp |
| Employer contribution / active EE | $1,263 | $1,819-30.6% | $2,835-55.5% | $2,588-51.2% |
| Participant deferral / active EE | $2,576 | $3,358-23.3% | $4,245-39.3% | $4,289-39.9% |
| Admin fee / account holder | $5,128 | $1,137+351.0% | $5,678-9.7% | $1,587+223.1% |