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 | $64,073 | $90,503-29.2% | $78,689-18.6% | $273,961-76.6% |
| Participation rate | 69.2% | 76.5%-7.3pp | 73.6%-4.3pp | 83.0%-13.8pp |
| Annual return | 7.06% | 75.60%-68.5pp | 62.18%-55.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,495 | $3,176-52.9% | $2,851-47.5% | $4,869-69.3% |
| Participant deferral / active EE | $2,095 | $3,901-46.3% | $3,517-40.4% | $5,287-60.4% |
| Admin fee / account holder | $6,726 | $5,263+27.8% | $4,510+49.1% | $10,132-33.6% |