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 | $71,842 | $58,512+22.8% | $84,015-14.5% | $72,985-1.6% |
| Participation rate | 61.5% | 61.2%+0.3pp | 69.0%-7.5pp | 69.5%-7.9pp |
| Annual return | 25.63% | 28.93%-3.3pp | 71.31%-45.7pp | 81.00%-55.4pp |
| Employer contribution / active EE | $1,063 | $1,163-8.6% | $1,983-46.4% | $2,440-56.4% |
| Participant deferral / active EE | $2,466 | $2,394+3.0% | $3,239-23.9% | $3,607-31.6% |
| Admin fee / account holder | $2,659 | $4,569-41.8% | $6,101-56.4% | $5,124-48.1% |