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 | $80,637 | $86,929-7.2% | $102,423-21.3% | $80,856-0.3% |
| Participation rate | 65.6% | 72.4%-6.8pp | 76.5%-10.9pp | 67.6%-2.0pp |
| Annual return | 11.04% | 18.88%-7.8pp | 29.32%-18.3pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,573 | $2,369-33.6% | $3,023-48.0% | $2,755-42.9% |
| Participant deferral / active EE | $3,983 | $4,118-3.3% | $5,053-21.2% | $4,296-7.3% |
| Admin fee / account holder | $1,687 | $8,049-79.0% | $9,451-82.2% | $6,918-75.6% |