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 | $62,106 | $67,606-8.1% | $82,313-24.5% | $70,131-11.4% |
| Participation rate | 68.0% | 72.8%-4.8pp | 76.9%-8.9pp | 69.5%-1.5pp |
| Annual return | 16.42% | 21.57%-5.1pp | 25.88%-9.5pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,214 | $1,755-30.8% | $2,428-50.0% | $2,342-48.2% |
| Participant deferral / active EE | $3,357 | $2,987+12.4% | $3,706-9.4% | $3,332+0.8% |
| Admin fee / account holder | $581 | $4,512-87.1% | $5,608-89.6% | $4,645-87.5% |