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 | $67,741 | $87,870-22.9% | $113,168-40.1% | $74,304-8.8% |
| Participation rate | 62.4% | 70.7%-8.4pp | 76.6%-14.2pp | 60.3%+2.0pp |
| Annual return | 16.99% | 26.44%-9.5pp | 24.27%-7.3pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,277 | $2,277-43.9% | $2,975-57.1% | $2,241-43.0% |
| Participant deferral / active EE | $3,632 | $4,241-14.4% | $5,107-28.9% | $3,767-3.6% |
| Admin fee / account holder | $5,702 | $3,368+69.3% | $12,068-52.8% | $2,969+92.1% |