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 | $60,538 | $61,605-1.7% | $112,229-46.1% | $75,163-19.5% |
| Participation rate | 67.1% | 61.7%+5.4pp | 72.4%-5.3pp | 67.2%-0.1pp |
| Annual return | 16.75% | 28.47%-11.7pp | 30.20%-13.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,238 | $2,015-38.6% | $3,430-63.9% | $2,670-53.6% |
| Participant deferral / active EE | $3,183 | $3,108+2.4% | $4,798-33.7% | $4,125-22.8% |
| Admin fee / account holder | $1,375 | $4,862-71.7% | $7,748-82.3% | $5,651-75.7% |