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 | $62,994 | $81,460-22.7% | $103,333-39.0% | $80,856-22.1% |
| Participation rate | 64.7% | 66.8%-2.1pp | 74.5%-9.8pp | 67.6%-2.9pp |
| Annual return | 17.63% | 25.55%-7.9pp | 24.88%-7.2pp | 35.59%-18.0pp |
| Employer contribution / active EE | $2,679 | $3,105-13.7% | $3,868-30.7% | $2,755-2.8% |
| Participant deferral / active EE | $3,953 | $3,869+2.2% | $5,057-21.8% | $4,296-8.0% |
| Admin fee / account holder | $10,795 | $6,566+64.4% | $8,355+29.2% | $6,918+56.0% |