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 | $68,207 | $60,022+13.6% | $88,946-23.3% | $84,808-19.6% |
| Participation rate | 48.9% | 57.8%-8.9pp | 68.8%-19.9pp | 68.3%-19.4pp |
| Annual return | 22.06% | 22.43%-0.4pp | 57.82%-35.8pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,773 | $1,703+4.1% | $2,555-30.6% | $2,631-32.6% |
| Participant deferral / active EE | $3,123 | $3,114+0.3% | $4,581-31.8% | $4,212-25.9% |
| Admin fee / account holder | $1,721 | $4,811-64.2% | $8,261-79.2% | $7,344-76.6% |