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 | $49,415 | $72,492-31.8% | $87,100-43.3% | $72,985-32.3% |
| Participation rate | 67.5% | 72.8%-5.3pp | 76.9%-9.4pp | 69.5%-2.0pp |
| Annual return | 21.12% | 24.46%-3.3pp | 28.19%-7.1pp | 81.00%-59.9pp |
| Employer contribution / active EE | $2,202 | $1,894+16.3% | $2,521-12.7% | $2,440-9.7% |
| Participant deferral / active EE | $3,382 | $3,270+3.4% | $4,049-16.5% | $3,607-6.3% |
| Admin fee / account holder | $4,352 | $5,055-13.9% | $7,497-41.9% | $5,124-15.1% |