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 | $75,040 | $95,803-21.7% | $113,168-33.7% | $84,808-11.5% |
| Participation rate | 69.2% | 72.9%-3.6pp | 76.6%-7.3pp | 68.3%+0.9pp |
| Annual return | 25.36% | 25.00%+0.4pp | 24.27%+1.1pp | 40.90%-15.5pp |
| Employer contribution / active EE | $1,593 | $2,360-32.5% | $2,975-46.5% | $2,631-39.5% |
| Participant deferral / active EE | $2,616 | $4,242-38.3% | $5,107-48.8% | $4,212-37.9% |
| Admin fee / account holder | $26,298 | $8,989+192.6% | $12,068+117.9% | $7,344+258.1% |