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 | $67,388 | $86,929-22.5% | $102,423-34.2% | $80,856-16.7% |
| Participation rate | 67.7% | 72.4%-4.6pp | 76.5%-8.7pp | 67.6%+0.1pp |
| Annual return | 21.33% | 18.88%+2.4pp | 29.32%-8.0pp | 35.59%-14.3pp |
| Employer contribution / active EE | $1,956 | $2,369-17.5% | $3,023-35.3% | $2,755-29.0% |
| Participant deferral / active EE | $4,319 | $4,118+4.9% | $5,053-14.5% | $4,296+0.5% |
| Admin fee / account holder | $4,697 | $8,049-41.6% | $9,451-50.3% | $6,918-32.1% |