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 | $82,248 | $67,606+21.7% | $82,313-0.1% | $70,131+17.3% |
| Participation rate | 69.4% | 72.8%-3.4pp | 76.9%-7.5pp | 69.5%-0.1pp |
| Annual return | 20.12% | 21.57%-1.4pp | 25.88%-5.8pp | 73.14%-53.0pp |
| Employer contribution / active EE | $618 | $1,755-64.8% | $2,428-74.6% | $2,342-73.6% |
| Participant deferral / active EE | $2,941 | $2,987-1.5% | $3,706-20.7% | $3,332-11.7% |
| Admin fee / account holder | $2,776 | $4,512-38.5% | $5,608-50.5% | $4,645-40.2% |