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 | $64,713 | $56,423+14.7% | $77,163-16.1% | $71,457-9.4% |
| Participation rate | 63.5% | 64.3%-0.9pp | 69.6%-6.1pp | 67.9%-4.5pp |
| Annual return | 17.72% | 19.05%-1.3pp | 37.87%-20.2pp | 28.85%-11.1pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,535-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $4,750 | $3,142+51.2% | $3,833+23.9% | $4,289+10.7% |
| Admin fee / account holder | $713 | $1,429-50.1% | $5,472-87.0% | $1,587-55.1% |