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 | $65,016 | $73,933-12.1% | $96,683-32.8% | $75,163-13.5% |
| Participation rate | 63.0% | 66.4%-3.5pp | 74.3%-11.4pp | 67.2%-4.2pp |
| Annual return | 16.98% | 26.70%-9.7pp | 35.69%-18.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,023 | $2,928-30.9% | $3,737-45.9% | $2,670-24.2% |
| Participant deferral / active EE | $4,019 | $3,659+9.9% | $4,878-17.6% | $4,125-2.6% |
| Admin fee / account holder | $533 | $5,216-89.8% | $6,730-92.1% | $5,651-90.6% |