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 | $83,058 | $89,753-7.5% | $107,525-22.8% | $84,808-2.1% |
| Participation rate | 61.3% | 68.1%-6.8pp | 75.1%-13.8pp | 68.3%-7.1pp |
| Annual return | 15.55% | 29.48%-13.9pp | 181.32%-165.8pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,454 | $3,113-21.2% | $3,754-34.6% | $2,631-6.7% |
| Participant deferral / active EE | $4,374 | $4,056+7.8% | $5,116-14.5% | $4,212+3.9% |
| Admin fee / account holder | $11,986 | $7,222+66.0% | $8,919+34.4% | $7,344+63.2% |