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 | $54,285 | $55,706-2.6% | $75,886-28.5% | $72,985-25.6% |
| Participation rate | 60.6% | 61.1%-0.5pp | 69.3%-8.7pp | 69.5%-8.9pp |
| Annual return | 20.52% | 27.59%-7.1pp | 30.76%-10.2pp | 81.00%-60.5pp |
| Employer contribution / active EE | $420 | $1,687-75.1% | $2,500-83.2% | $2,440-82.8% |
| Participant deferral / active EE | $2,646 | $2,634+0.5% | $3,603-26.6% | $3,607-26.7% |
| Admin fee / account holder | $4,210 | $3,978+5.8% | $5,418-22.3% | $5,124-17.9% |