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 | $76,381 | $108,825-29.8% | $156,181-51.1% | $82,448-7.4% |
| Participation rate | 68.6% | 72.4%-3.8pp | 78.8%-10.3pp | 68.1%+0.5pp |
| Annual return | 17.57% | 20.59%-3.0pp | 64.87%-47.3pp | 41.64%-24.1pp |
| Employer contribution / active EE | $1,694 | $2,870-41.0% | $4,294-60.6% | $2,551-33.6% |
| Participant deferral / active EE | $4,258 | $4,577-7.0% | $6,132-30.6% | $4,139+2.9% |
| Admin fee / account holder | $914 | $9,341-90.2% | $14,586-93.7% | $7,234-87.4% |