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 | $54,634 | $83,477-34.6% | $125,175-56.4% | $72,985-25.1% |
| Participation rate | 66.7% | 73.3%-6.6pp | 79.8%-13.1pp | 69.5%-2.8pp |
| Annual return | 24.44% | 25.78%-1.3pp | 43.79%-19.4pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,794 | $2,345-23.5% | $3,865-53.6% | $2,440-26.5% |
| Participant deferral / active EE | $2,850 | $3,585-20.5% | $4,937-42.3% | $3,607-21.0% |
| Admin fee / account holder | $2,664 | $5,517-51.7% | $9,702-72.5% | $5,124-48.0% |