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 | $46,137 | $48,076-4.0% | $78,689-41.4% | $62,891-26.6% |
| Participation rate | 67.4% | 65.2%+2.2pp | 73.6%-6.1pp | 69.3%-1.9pp |
| Annual return | 8.12% | 31.35%-23.2pp | 62.18%-54.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,363 | $2,015+17.3% | $2,851-17.1% | $2,281+3.6% |
| Participant deferral / active EE | $3,452 | $2,588+33.4% | $3,517-1.8% | $3,203+7.8% |
| Admin fee / account holder | $3,880 | $3,207+21.0% | $4,510-14.0% | $4,296-9.7% |