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 | $59,327 | $72,277-17.9% | $101,248-41.4% | $79,858-25.7% |
| Participation rate | 64.3% | 68.5%-4.2pp | 75.8%-11.5pp | 69.6%-5.3pp |
| Annual return | 17.13% | 22.30%-5.2pp | 46.47%-29.3pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,529 | $2,692-6.0% | $3,660-30.9% | $2,471+2.4% |
| Participant deferral / active EE | $4,232 | $3,282+28.9% | $4,370-3.2% | $3,740+13.1% |
| Admin fee / account holder | $8,126 | $4,400+84.7% | $5,945+36.7% | $5,306+53.1% |