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 | $23,922 | $60,892-60.7% | $82,389-71.0% | $84,808-71.8% |
| Participation rate | 64.9% | 63.3%+1.6pp | 69.5%-4.7pp | 68.3%-3.4pp |
| Annual return | 18.07% | 37.29%-19.2pp | 28.67%-10.6pp | 40.90%-22.8pp |
| Employer contribution / active EE | $1,168 | $1,779-34.4% | $2,517-53.6% | $2,631-55.6% |
| Participant deferral / active EE | $3,916 | $3,179+23.2% | $4,155-5.8% | $4,212-7.0% |
| Admin fee / account holder | $1,650 | $5,467-69.8% | $7,231-77.2% | $7,344-77.5% |