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 | $64,391 | $62,573+2.9% | $85,682-24.8% | $85,850-25.0% |
| Participation rate | 68.0% | 61.1%+6.9pp | 69.9%-1.9pp | 69.3%-1.3pp |
| Annual return | 16.65% | 23.77%-7.1pp | 21.49%-4.8pp | 318.53%-301.9pp |
| Employer contribution / active EE | $1,693 | $1,757-3.6% | $2,618-35.3% | $2,565-34.0% |
| Participant deferral / active EE | $2,295 | $2,802-18.1% | $3,923-41.5% | $3,952-41.9% |
| Admin fee / account holder | $618 | $4,640-86.7% | $6,873-91.0% | $6,260-90.1% |