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 | $64,448 | $72,277-10.8% | $101,248-36.3% | $79,858-19.3% |
| Participation rate | 62.8% | 68.5%-5.6pp | 75.8%-13.0pp | 69.6%-6.8pp |
| Annual return | 18.26% | 22.30%-4.0pp | 46.47%-28.2pp | 31.71%-13.5pp |
| Employer contribution / active EE | $1,779 | $2,692-33.9% | $3,660-51.4% | $2,471-28.0% |
| Participant deferral / active EE | $5,027 | $3,282+53.2% | $4,370+15.0% | $3,740+34.4% |
| Admin fee / account holder | $4,994 | $4,400+13.5% | $5,945-16.0% | $5,306-5.9% |