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 | $71,077 | $78,422-9.4% | $95,952-25.9% | $79,858-11.0% |
| Participation rate | 68.8% | 73.5%-4.7pp | 77.1%-8.3pp | 69.6%-0.9pp |
| Annual return | 10.87% | 19.37%-8.5pp | 91.61%-80.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $521 | $1,945-73.2% | $2,541-79.5% | $2,471-78.9% |
| Participant deferral / active EE | $2,756 | $3,440-19.9% | $4,167-33.9% | $3,740-26.3% |
| Admin fee / account holder | $5,481 | $5,622-2.5% | $6,795-19.3% | $5,306+3.3% |