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 | $81,151 | $81,460-0.4% | $103,333-21.5% | $80,856+0.4% |
| Participation rate | 48.5% | 66.8%-18.4pp | 74.5%-26.0pp | 67.6%-19.2pp |
| Annual return | 17.71% | 25.55%-7.8pp | 24.88%-7.2pp | 35.59%-17.9pp |
| Employer contribution / active EE | $1,516 | $3,105-51.2% | $3,868-60.8% | $2,755-45.0% |
| Participant deferral / active EE | $3,225 | $3,869-16.6% | $5,057-36.2% | $4,296-24.9% |
| Admin fee / account holder | $2,152 | $6,566-67.2% | $8,355-74.2% | $6,918-68.9% |