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 | $66,105 | $78,422-15.7% | $95,952-31.1% | $79,858-17.2% |
| Participation rate | 49.3% | 73.5%-24.2pp | 77.1%-27.7pp | 69.6%-20.3pp |
| Annual return | 26.68% | 19.37%+7.3pp | 91.61%-64.9pp | 31.71%-5.0pp |
| Employer contribution / active EE | $1,557 | $1,945-19.9% | $2,541-38.7% | $2,471-37.0% |
| Participant deferral / active EE | $3,112 | $3,440-9.5% | $4,167-25.3% | $3,740-16.8% |
| Admin fee / account holder | $5,619 | $5,622-0.1% | $6,795-17.3% | $5,306+5.9% |