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 | $86,316 | $74,927+15.2% | $101,794-15.2% | $84,808+1.8% |
| Participation rate | 64.3% | 61.4%+2.9pp | 69.2%-4.9pp | 68.3%-4.0pp |
| Annual return | 16.69% | 18.70%-2.0pp | 30.53%-13.8pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,160 | $1,522-23.8% | $2,289-49.3% | $2,631-55.9% |
| Participant deferral / active EE | $4,323 | $3,099+39.5% | $4,084+5.9% | $4,212+2.6% |
| Admin fee / account holder | $8,422 | $6,514+29.3% | $8,777-4.0% | $7,344+14.7% |