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 | $69,313 | $81,460-14.9% | $103,333-32.9% | $80,856-14.3% |
| Participation rate | 68.7% | 66.8%+1.8pp | 74.5%-5.9pp | 67.6%+1.0pp |
| Annual return | 14.78% | 25.55%-10.8pp | 24.88%-10.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,146 | $3,105+1.3% | $3,868-18.7% | $2,755+14.2% |
| Participant deferral / active EE | $2,087 | $3,869-46.0% | $5,057-58.7% | $4,296-51.4% |
| Admin fee / account holder | $15,204 | $6,566+131.5% | $8,355+82.0% | $6,918+119.8% |