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 | $77,264 | $64,348+20.1% | $90,160-14.3% | $70,131+10.2% |
| Participation rate | 61.8% | 70.4%-8.7pp | 76.9%-15.1pp | 69.5%-7.8pp |
| Annual return | 19.75% | 28.13%-8.4pp | 34.88%-15.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,389 | $2,046-32.1% | $3,318-58.1% | $2,342-40.7% |
| Participant deferral / active EE | $3,177 | $4,389-27.6% | $5,288-39.9% | $3,332-4.6% |
| Admin fee / account holder | $991 | $3,944-74.9% | $5,943-83.3% | $4,645-78.7% |