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 | $52,743 | $56,897-7.3% | $84,750-37.8% | $62,891-16.1% |
| Participation rate | 67.9% | 68.5%-0.6pp | 76.6%-8.7pp | 69.3%-1.4pp |
| Annual return | 6.84% | 6.30%+0.5pp | 22.78%-15.9pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,240 | $2,400-48.3% | $3,574-65.3% | $2,281-45.6% |
| Participant deferral / active EE | $2,494 | $2,709-7.9% | $3,712-32.8% | $3,203-22.1% |
| Admin fee / account holder | $6,379 | $3,581+78.1% | $5,332+19.6% | $4,296+48.5% |