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 | $61,281 | $63,355-3.3% | $91,989-33.4% | $72,985-16.0% |
| Participation rate | 62.2% | 72.5%-10.4pp | 78.6%-16.5pp | 69.5%-7.3pp |
| Annual return | 42.74% | 35.35%+7.4pp | 69.02%-26.3pp | 81.00%-38.3pp |
| Employer contribution / active EE | $1,449 | $2,116-31.5% | $3,452-58.0% | $2,440-40.6% |
| Participant deferral / active EE | $4,195 | $4,883-14.1% | $5,923-29.2% | $3,607+16.3% |
| Admin fee / account holder | $7,204 | $4,668+54.3% | $7,743-7.0% | $5,124+40.6% |