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 | $74,427 | $91,190-18.4% | $178,490-58.3% | $79,858-6.8% |
| Participation rate | 69.9% | 69.2%+0.7pp | 81.9%-12.0pp | 69.6%+0.2pp |
| Annual return | 12.67% | 24.19%-11.5pp | 151.07%-138.4pp | 31.71%-19.0pp |
| Employer contribution / active EE | $2,095 | $3,256-35.6% | $5,011-58.2% | $2,471-15.2% |
| Participant deferral / active EE | $1,896 | $3,236-41.4% | $5,202-63.5% | $3,740-49.3% |
| Admin fee / account holder | $2,291 | $6,751-66.1% | $13,984-83.6% | $5,306-56.8% |