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 | $64,933 | $60,022+8.2% | $88,946-27.0% | $84,808-23.4% |
| Participation rate | 57.4% | 57.8%-0.5pp | 68.8%-11.5pp | 68.3%-11.0pp |
| Annual return | 18.45% | 22.43%-4.0pp | 57.82%-39.4pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,543 | $1,703-9.4% | $2,555-39.6% | $2,631-41.3% |
| Participant deferral / active EE | $3,482 | $3,114+11.8% | $4,581-24.0% | $4,212-17.3% |
| Admin fee / account holder | $680 | $4,811-85.9% | $8,261-91.8% | $7,344-90.7% |