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 | $59,120 | $65,365-9.6% | $92,893-36.4% | $72,985-19.0% |
| Participation rate | 64.4% | 68.3%-3.9pp | 76.0%-11.6pp | 69.5%-5.1pp |
| Annual return | 24.17% | 42.10%-17.9pp | 109.41%-85.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,632 | $2,594-37.1% | $3,653-55.3% | $2,440-33.1% |
| Participant deferral / active EE | $4,029 | $3,128+28.8% | $4,236-4.9% | $3,607+11.7% |
| Admin fee / account holder | $1,554 | $4,251-63.4% | $5,794-73.2% | $5,124-69.7% |