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 | $73,544 | $86,929-15.4% | $102,423-28.2% | $80,856-9.0% |
| Participation rate | 65.6% | 72.4%-6.8pp | 76.5%-10.9pp | 67.6%-2.0pp |
| Annual return | 14.15% | 18.88%-4.7pp | 29.32%-15.2pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,646 | $2,369-30.5% | $3,023-45.6% | $2,755-40.3% |
| Participant deferral / active EE | $2,920 | $4,118-29.1% | $5,053-42.2% | $4,296-32.0% |
| Admin fee / account holder | $1,502 | $8,049-81.3% | $9,451-84.1% | $6,918-78.3% |