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 | $49,146 | $46,553+5.6% | $64,056-23.3% | $75,163-34.6% |
| Participation rate | 64.4% | 65.9%-1.5pp | 72.3%-7.9pp | 67.2%-2.8pp |
| Annual return | 13.47% | 26.03%-12.6pp | 33.69%-20.2pp | 160.62%-147.1pp |
| Employer contribution / active EE | $1,592 | $1,974-19.4% | $2,747-42.0% | $2,670-40.4% |
| Participant deferral / active EE | $3,892 | $2,837+37.2% | $3,880+0.3% | $4,125-5.6% |
| Admin fee / account holder | $1,433 | $2,952-51.5% | $3,068-53.3% | $5,651-74.6% |