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 | $68,549 | $73,933-7.3% | $96,683-29.1% | $75,163-8.8% |
| Participation rate | 59.2% | 66.4%-7.2pp | 74.3%-15.2pp | 67.2%-8.0pp |
| Annual return | 20.46% | 26.70%-6.2pp | 35.69%-15.2pp | 160.62%-140.2pp |
| Employer contribution / active EE | $2,054 | $2,928-29.8% | $3,737-45.0% | $2,670-23.1% |
| Participant deferral / active EE | $3,700 | $3,659+1.1% | $4,878-24.1% | $4,125-10.3% |
| Admin fee / account holder | $2,473 | $5,216-52.6% | $6,730-63.3% | $5,651-56.2% |