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 | $77,901 | $73,933+5.4% | $96,683-19.4% | $75,163+3.6% |
| Participation rate | 62.5% | 66.4%-3.9pp | 74.3%-11.8pp | 67.2%-4.7pp |
| Annual return | 18.08% | 26.70%-8.6pp | 35.69%-17.6pp | 160.62%-142.5pp |
| Employer contribution / active EE | $2,433 | $2,928-16.9% | $3,737-34.9% | $2,670-8.9% |
| Participant deferral / active EE | $5,961 | $3,659+62.9% | $4,878+22.2% | $4,125+44.5% |
| Admin fee / account holder | $5,760 | $5,216+10.4% | $6,730-14.4% | $5,651+1.9% |