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 | $68,295 | $76,407-10.6% | $150,298-54.6% | $82,448-17.2% |
| Participation rate | 69.6% | 66.4%+3.2pp | 77.8%-8.2pp | 68.1%+1.5pp |
| Annual return | 16.11% | 39.99%-23.9pp | 62.79%-46.7pp | 41.64%-25.5pp |
| Employer contribution / active EE | $1,743 | $2,614-33.3% | $4,154-58.1% | $2,551-31.7% |
| Participant deferral / active EE | $3,743 | $3,214+16.5% | $5,453-31.3% | $4,139-9.6% |
| Admin fee / account holder | $3,751 | $6,352-40.9% | $14,116-73.4% | $7,234-48.1% |