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 | $69,033 | $72,492-4.8% | $87,100-20.7% | $72,985-5.4% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.9%-7.5pp | 69.5%-0.1pp |
| Annual return | 20.08% | 24.46%-4.4pp | 28.19%-8.1pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,760 | $1,894-7.1% | $2,521-30.2% | $2,440-27.9% |
| Participant deferral / active EE | $3,452 | $3,270+5.6% | $4,049-14.7% | $3,607-4.3% |
| Admin fee / account holder | $3,418 | $5,055-32.4% | $7,497-54.4% | $5,124-33.3% |