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 | $81,446-0.4% | $103,374-21.5% | $80,874+0.3% |
| Participation rate | 48.5% | 66.9%-18.4pp | 74.5%-26.0pp | 67.6%-19.2pp |
| Annual return | 17.71% | 25.57%-7.9pp | 24.89%-7.2pp | 35.62%-17.9pp |
| Employer contribution / active EE | $1,516 | $3,107-51.2% | $3,869-60.8% | $2,756-45.0% |
| Participant deferral / active EE | $3,225 | $3,870-16.7% | $5,058-36.2% | $4,297-24.9% |
| Admin fee / account holder | $2,152 | $6,715-68.0% | $8,394-74.4% | $6,935-69.0% |