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 | $60,923 | $60,892+0.1% | $82,389-26.1% | $84,808-28.2% |
| Participation rate | 45.1% | 63.3%-18.2pp | 69.5%-24.5pp | 68.3%-23.2pp |
| Annual return | 18.19% | 37.29%-19.1pp | 28.67%-10.5pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,322 | $1,779-25.7% | $2,517-47.5% | $2,631-49.8% |
| Participant deferral / active EE | $2,432 | $3,179-23.5% | $4,155-41.5% | $4,212-42.3% |
| Admin fee / account holder | $1,945 | $5,467-64.4% | $7,231-73.1% | $7,344-73.5% |