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 | $66,506 | $76,367-12.9% | $93,606-29.0% | $72,985-8.9% |
| Participation rate | 68.4% | 71.7%-3.3pp | 75.8%-7.4pp | 69.5%-1.1pp |
| Annual return | 19.97% | 25.82%-5.8pp | 32.76%-12.8pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,201 | $2,275-47.2% | $2,718-55.8% | $2,440-50.8% |
| Participant deferral / active EE | $2,631 | $3,538-25.6% | $4,069-35.3% | $3,607-27.1% |
| Admin fee / account holder | $2,591 | $6,838-62.1% | $7,888-67.2% | $5,124-49.4% |