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 | $67,617 | $72,492-6.7% | $87,100-22.4% | $72,985-7.4% |
| Participation rate | 68.9% | 72.8%-3.9pp | 76.9%-8.0pp | 69.5%-0.6pp |
| Annual return | 23.24% | 24.46%-1.2pp | 28.19%-5.0pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,654 | $1,894-12.7% | $2,521-34.4% | $2,440-32.2% |
| Participant deferral / active EE | $3,973 | $3,270+21.5% | $4,049-1.9% | $3,607+10.1% |
| Admin fee / account holder | $978 | $5,055-80.6% | $7,497-87.0% | $5,124-80.9% |