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 | $66,422 | $54,762+21.3% | $90,281-26.4% | $72,985-9.0% |
| Participation rate | 45.9% | 65.1%-19.2pp | 73.3%-27.3pp | 69.5%-23.5pp |
| Annual return | 26.68% | 30.63%-4.0pp | 78.10%-51.4pp | 81.00%-54.3pp |
| Employer contribution / active EE | $1,981 | $2,092-5.4% | $2,854-30.6% | $2,440-18.8% |
| Participant deferral / active EE | $2,394 | $2,887-17.1% | $3,885-38.4% | $3,607-33.6% |
| Admin fee / account holder | $3,739 | $3,972-5.9% | $5,351-30.1% | $5,124-27.0% |