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 | $68,931 | $70,475-2.2% | $100,516-31.4% | $79,858-13.7% |
| Participation rate | 64.7% | 73.7%-8.9pp | 79.4%-14.7pp | 69.6%-4.9pp |
| Annual return | 16.29% | 21.90%-5.6pp | 30.89%-14.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $2,390 | $2,165+10.4% | $3,418-30.1% | $2,471-3.3% |
| Participant deferral / active EE | $5,934 | $5,181+14.5% | $6,270-5.4% | $3,740+58.7% |
| Admin fee / account holder | $2,431 | $4,478-45.7% | $8,081-69.9% | $5,306-54.2% |