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 | $60,351 | $61,605-2.0% | $112,229-46.2% | $75,163-19.7% |
| Participation rate | 68.6% | 61.7%+6.9pp | 72.4%-3.9pp | 67.2%+1.4pp |
| Annual return | 16.12% | 28.47%-12.3pp | 30.20%-14.1pp | 160.62%-144.5pp |
| Employer contribution / active EE | $1,952 | $2,015-3.1% | $3,430-43.1% | $2,670-26.9% |
| Participant deferral / active EE | $4,194 | $3,108+34.9% | $4,798-12.6% | $4,125+1.7% |
| Admin fee / account holder | $938 | $4,862-80.7% | $7,748-87.9% | $5,651-83.4% |