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 | $71,189 | $102,245-30.4% | $89,340-20.3% | $137,256-48.1% |
| Participation rate | 62.5% | 74.9%-12.4pp | 69.6%-7.1pp | 80.0%-17.5pp |
| Annual return | 17.67% | 21.89%-4.2pp | 20.57%-2.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,567 | $2,529+1.5% | $2,231+15.0% | $4,156-38.2% |
| Participant deferral / active EE | $6,490 | $4,436+46.3% | $3,823+69.8% | $6,407+1.3% |
| Admin fee / account holder | $2,221 | $8,085-72.5% | $6,704-66.9% | $12,270-81.9% |