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 | $59,030 | $74,927-21.2% | $101,794-42.0% | $84,808-30.4% |
| Participation rate | 66.1% | 61.4%+4.7pp | 69.2%-3.1pp | 68.3%-2.2pp |
| Annual return | 27.01% | 18.70%+8.3pp | 30.53%-3.5pp | 40.90%-13.9pp |
| Employer contribution / active EE | $1,488 | $1,522-2.2% | $2,289-35.0% | $2,631-43.5% |
| Participant deferral / active EE | $2,914 | $3,099-6.0% | $4,084-28.6% | $4,212-30.8% |
| Admin fee / account holder | $9,068 | $6,514+39.2% | $8,777+3.3% | $7,344+23.5% |