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 | $68,631 | $95,803-28.4% | $113,168-39.4% | $84,808-19.1% |
| Participation rate | 66.3% | 72.9%-6.6pp | 76.6%-10.3pp | 68.3%-2.0pp |
| Annual return | 15.40% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,930 | $2,360-18.2% | $2,975-35.1% | $2,631-26.6% |
| Participant deferral / active EE | $2,893 | $4,242-31.8% | $5,107-43.3% | $4,212-31.3% |
| Admin fee / account holder | $5,211 | $8,989-42.0% | $12,068-56.8% | $7,344-29.0% |