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 | $72,006 | $86,929-17.2% | $102,423-29.7% | $80,856-10.9% |
| Participation rate | 64.9% | 72.4%-7.5pp | 76.5%-11.6pp | 67.6%-2.7pp |
| Annual return | 14.22% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,313 | $2,369-2.4% | $3,023-23.5% | $2,755-16.0% |
| Participant deferral / active EE | $4,450 | $4,118+8.0% | $5,053-11.9% | $4,296+3.6% |
| Admin fee / account holder | $2,277 | $8,049-71.7% | $9,451-75.9% | $6,918-67.1% |