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 | $87,711 | $95,803-8.4% | $113,168-22.5% | $84,808+3.4% |
| Participation rate | 69.4% | 72.9%-3.4pp | 76.6%-7.1pp | 68.3%+1.1pp |
| Annual return | 17.01% | 25.00%-8.0pp | 24.27%-7.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,243 | $2,360-5.0% | $2,975-24.6% | $2,631-14.8% |
| Participant deferral / active EE | $3,929 | $4,242-7.4% | $5,107-23.1% | $4,212-6.7% |
| Admin fee / account holder | $4,728 | $8,989-47.4% | $12,068-60.8% | $7,344-35.6% |