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 | $60,761 | $77,503-21.6% | $100,391-39.5% | $80,856-24.9% |
| Participation rate | 68.4% | 76.9%-8.5pp | 81.5%-13.1pp | 67.6%+0.8pp |
| Annual return | 12.56% | 37.20%-24.6pp | 49.20%-36.6pp | 35.59%-23.0pp |
| Employer contribution / active EE | $2,088 | $2,801-25.4% | $3,942-47.0% | $2,755-24.2% |
| Participant deferral / active EE | $4,139 | $6,820-39.3% | $8,082-48.8% | $4,296-3.7% |
| Admin fee / account holder | $1,179 | $5,897-80.0% | $7,899-85.1% | $6,918-83.0% |