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 | $74,494 | $89,753-17.0% | $107,525-30.7% | $84,808-12.2% |
| Participation rate | 62.0% | 68.1%-6.1pp | 75.1%-13.1pp | 68.3%-6.3pp |
| Annual return | 26.19% | 29.48%-3.3pp | 181.32%-155.1pp | 40.90%-14.7pp |
| Employer contribution / active EE | $2,581 | $3,113-17.1% | $3,754-31.2% | $2,631-1.9% |
| Participant deferral / active EE | $4,997 | $4,056+23.2% | $5,116-2.3% | $4,212+18.6% |
| Admin fee / account holder | $5,766 | $7,222-20.2% | $8,919-35.4% | $7,344-21.5% |