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 | $89,059 | $72,492+22.9% | $87,100+2.2% | $72,985+22.0% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 23.60% | 24.46%-0.9pp | 28.19%-4.6pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,572 | $1,894-17.0% | $2,521-37.7% | $2,440-35.6% |
| Participant deferral / active EE | $2,392 | $3,270-26.8% | $4,049-40.9% | $3,607-33.7% |
| Admin fee / account holder | $2,312 | $5,055-54.3% | $7,497-69.2% | $5,124-54.9% |