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 | $63,851 | $78,672-18.8% | $109,143-41.5% | $85,850-25.6% |
| Participation rate | 58.7% | 68.3%-9.5pp | 75.9%-17.1pp | 69.3%-10.6pp |
| Annual return | 29.66% | 25.09%+4.6pp | 25.75%+3.9pp | 318.53%-288.9pp |
| Employer contribution / active EE | $1,511 | $2,735-44.7% | $3,722-59.4% | $2,565-41.1% |
| Participant deferral / active EE | $2,541 | $3,467-26.7% | $4,653-45.4% | $3,952-35.7% |
| Admin fee / account holder | $7,225 | $5,469+32.1% | $6,752+7.0% | $6,260+15.4% |