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 | $68,591 | $68,914-0.5% | $136,749-49.8% | $74,304-7.7% |
| Participation rate | 53.0% | 51.3%+1.6pp | 72.1%-19.1pp | 60.3%-7.4pp |
| Annual return | 14.31% | 16.34%-2.0pp | 24.33%-10.0pp | 29.43%-15.1pp |
| Employer contribution / active EE | $1,129 | $1,561-27.7% | $3,400-66.8% | $2,241-49.6% |
| Participant deferral / active EE | $2,577 | $2,541+1.4% | $4,692-45.1% | $3,767-31.6% |
| Admin fee / account holder | $7,416 | $3,149+135.5% | $11,386-34.9% | $2,969+149.8% |