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 | $40,970 | $45,073-9.1% | $69,455-41.0% | $72,985-43.9% |
| Participation rate | 65.6% | 68.5%-2.9pp | 74.6%-9.0pp | 69.5%-3.9pp |
| Annual return | 16.91% | 22.65%-5.7pp | 28.97%-12.1pp | 81.00%-64.1pp |
| Employer contribution / active EE | $1,093 | $2,054-46.8% | $2,779-60.7% | $2,440-55.2% |
| Participant deferral / active EE | $3,337 | $2,602+28.3% | $3,535-5.6% | $3,607-7.5% |
| Admin fee / account holder | $17,857 | $3,056+484.4% | $3,839+365.1% | $5,124+248.5% |