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 | $77,322 | $81,208-4.8% | $98,907-21.8% | $79,858-3.2% |
| Participation rate | 67.1% | 72.5%-5.4pp | 76.0%-9.0pp | 69.6%-2.6pp |
| Annual return | 21.17% | 60.99%-39.8pp | 196.43%-175.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $2,394 | $1,960+22.2% | $2,689-11.0% | $2,471-3.1% |
| Participant deferral / active EE | $4,140 | $3,265+26.8% | $4,244-2.5% | $3,740+10.7% |
| Admin fee / account holder | $5,222 | $6,013-13.2% | $6,642-21.4% | $5,306-1.6% |