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 | $78,761 | $76,367+3.1% | $93,606-15.9% | $72,985+7.9% |
| Participation rate | 67.6% | 71.7%-4.1pp | 75.8%-8.2pp | 69.5%-1.8pp |
| Annual return | 20.43% | 25.82%-5.4pp | 32.76%-12.3pp | 81.00%-60.6pp |
| Employer contribution / active EE | $859 | $2,275-62.2% | $2,718-68.4% | $2,440-64.8% |
| Participant deferral / active EE | $2,559 | $3,538-27.7% | $4,069-37.1% | $3,607-29.1% |
| Admin fee / account holder | $1,016 | $6,838-85.1% | $7,888-87.1% | $5,124-80.2% |