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 | $50,666 | $58,512-13.4% | $84,015-39.7% | $72,985-30.6% |
| Participation rate | 60.6% | 61.2%-0.6pp | 69.0%-8.4pp | 69.5%-8.9pp |
| Annual return | 26.47% | 28.93%-2.5pp | 71.31%-44.8pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,239 | $1,163+6.6% | $1,983-37.5% | $2,440-49.2% |
| Participant deferral / active EE | $2,724 | $2,394+13.8% | $3,239-15.9% | $3,607-24.5% |
| Admin fee / account holder | $1,843 | $4,569-59.7% | $6,101-69.8% | $5,124-64.0% |