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 | $72,956 | $87,733-16.8% | $106,548-31.5% | $85,850-15.0% |
| Participation rate | 65.2% | 71.9%-6.7pp | 76.1%-10.9pp | 69.3%-4.1pp |
| Annual return | 23.07% | 21.86%+1.2pp | 26.80%-3.7pp | 318.53%-295.5pp |
| Employer contribution / active EE | $2,308 | $2,073+11.3% | $2,819-18.1% | $2,565-10.0% |
| Participant deferral / active EE | $4,226 | $3,469+21.8% | $4,398-3.9% | $3,952+6.9% |
| Admin fee / account holder | $2,566 | $6,767-62.1% | $7,407-65.4% | $6,260-59.0% |