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 | $99,464 | $100,326-0.9% | $180,183-44.8% | $84,808+17.3% |
| Participation rate | 46.2% | 71.0%-24.9pp | 77.4%-31.3pp | 68.3%-22.2pp |
| Annual return | 16.20% | 17.86%-1.7pp | 27.86%-11.7pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,071 | $3,269-67.2% | $5,039-78.7% | $2,631-59.3% |
| Participant deferral / active EE | $4,343 | $5,066-14.3% | $6,822-36.3% | $4,212+3.1% |
| Admin fee / account holder | $6,036 | $9,674-37.6% | $19,975-69.8% | $7,344-17.8% |