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 | $64,467 | $74,927-14.0% | $101,794-36.7% | $84,808-24.0% |
| Participation rate | 65.8% | 61.4%+4.4pp | 69.2%-3.4pp | 68.3%-2.6pp |
| Annual return | 15.85% | 18.70%-2.9pp | 30.53%-14.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,438 | $1,522-5.5% | $2,289-37.2% | $2,631-45.3% |
| Participant deferral / active EE | $2,889 | $3,099-6.8% | $4,084-29.3% | $4,212-31.4% |
| Admin fee / account holder | $1,916 | $6,514-70.6% | $8,777-78.2% | $7,344-73.9% |