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 | $78,894 | $72,012+9.6% | $185,823-57.5% | $79,858-1.2% |
| Participation rate | 54.8% | 65.8%-11.0pp | 78.0%-23.2pp | 69.6%-14.8pp |
| Annual return | 12.61% | 23.12%-10.5pp | 35.95%-23.3pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,274 | $1,965-35.1% | $4,087-68.8% | $2,471-48.4% |
| Participant deferral / active EE | $2,135 | $3,779-43.5% | $5,632-62.1% | $3,740-42.9% |
| Admin fee / account holder | $4,723 | $4,513+4.7% | $9,500-50.3% | $5,306-11.0% |