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 | $62,854 | $60,892+3.2% | $82,389-23.7% | $84,808-25.9% |
| Participation rate | 52.8% | 63.3%-10.5pp | 69.5%-16.8pp | 68.3%-15.5pp |
| Annual return | 16.46% | 37.29%-20.8pp | 28.67%-12.2pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,248 | $1,779+26.3% | $2,517-10.7% | $2,631-14.6% |
| Participant deferral / active EE | $4,014 | $3,179+26.3% | $4,155-3.4% | $4,212-4.7% |
| Admin fee / account holder | $5,711 | $5,467+4.5% | $7,231-21.0% | $7,344-22.2% |