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 | $63,593 | $57,065+11.4% | $75,670-16.0% | $70,131-9.3% |
| Participation rate | 60.0% | 68.1%-8.1pp | 72.3%-12.3pp | 69.5%-9.5pp |
| Annual return | 26.08% | 23.57%+2.5pp | 27.34%-1.3pp | 73.14%-47.1pp |
| Employer contribution / active EE | $1,230 | $1,817-32.3% | $2,352-47.7% | $2,342-47.5% |
| Participant deferral / active EE | $3,173 | $2,580+23.0% | $3,142+1.0% | $3,332-4.8% |
| Admin fee / account holder | $526 | $3,825-86.2% | $5,800-90.9% | $4,645-88.7% |