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 | $71,582 | $57,065+25.4% | $75,670-5.4% | $70,131+2.1% |
| Participation rate | 60.0% | 68.1%-8.1pp | 72.3%-12.3pp | 69.5%-9.5pp |
| Annual return | 20.37% | 23.57%-3.2pp | 27.34%-7.0pp | 73.14%-52.8pp |
| Employer contribution / active EE | $1,549 | $1,817-14.7% | $2,352-34.1% | $2,342-33.9% |
| Participant deferral / active EE | $3,034 | $2,580+17.6% | $3,142-3.5% | $3,332-8.9% |
| Admin fee / account holder | $697 | $3,825-81.8% | $5,800-88.0% | $4,645-85.0% |