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 | $66,051 | $68,719-3.9% | $91,541-27.8% | $84,808-22.1% |
| Participation rate | 69.9% | 64.5%+5.4pp | 69.8%+0.1pp | 68.3%+1.6pp |
| Annual return | 16.03% | 19.12%-3.1pp | 20.50%-4.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,884 | $1,920-1.9% | $2,505-24.8% | $2,631-28.4% |
| Participant deferral / active EE | $3,748 | $3,136+19.5% | $4,008-6.5% | $4,212-11.0% |
| Admin fee / account holder | $5,237 | $5,786-9.5% | $6,956-24.7% | $7,344-28.7% |