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 | $64,500 | $57,065+13.0% | $75,670-14.8% | $70,131-8.0% |
| Participation rate | 50.7% | 68.1%-17.4pp | 72.3%-21.6pp | 69.5%-18.8pp |
| Annual return | 16.41% | 23.57%-7.2pp | 27.34%-10.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $692 | $1,817-61.9% | $2,352-70.6% | $2,342-70.5% |
| Participant deferral / active EE | $1,754 | $2,580-32.0% | $3,142-44.2% | $3,332-47.3% |
| Admin fee / account holder | $1,933 | $3,825-49.5% | $5,800-66.7% | $4,645-58.4% |