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 | $68,654 | $65,365+5.0% | $92,893-26.1% | $72,985-5.9% |
| Participation rate | 61.5% | 68.3%-6.8pp | 76.0%-14.5pp | 69.5%-7.9pp |
| Annual return | 23.21% | 42.10%-18.9pp | 109.41%-86.2pp | 81.00%-57.8pp |
| Employer contribution / active EE | $1,642 | $2,594-36.7% | $3,653-55.0% | $2,440-32.7% |
| Participant deferral / active EE | $2,438 | $3,128-22.1% | $4,236-42.5% | $3,607-32.4% |
| Admin fee / account holder | $3,873 | $4,251-8.9% | $5,794-33.2% | $5,124-24.4% |