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 | $71,107 | $89,753-20.8% | $107,525-33.9% | $84,808-16.2% |
| Participation rate | 67.6% | 68.1%-0.5pp | 75.1%-7.5pp | 68.3%-0.7pp |
| Annual return | 16.62% | 29.48%-12.9pp | 181.32%-164.7pp | 40.90%-24.3pp |
| Employer contribution / active EE | $2,221 | $3,113-28.7% | $3,754-40.8% | $2,631-15.6% |
| Participant deferral / active EE | $4,105 | $4,056+1.2% | $5,116-19.8% | $4,212-2.5% |
| Admin fee / account holder | $1,364 | $7,222-81.1% | $8,919-84.7% | $7,344-81.4% |