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 | $62,033 | $67,606-8.2% | $82,313-24.6% | $70,131-11.5% |
| Participation rate | 67.1% | 72.8%-5.6pp | 76.9%-9.8pp | 69.5%-2.4pp |
| Annual return | 18.52% | 21.57%-3.0pp | 25.88%-7.4pp | 73.14%-54.6pp |
| Employer contribution / active EE | $1,020 | $1,755-41.9% | $2,428-58.0% | $2,342-56.5% |
| Participant deferral / active EE | $1,747 | $2,987-41.5% | $3,706-52.8% | $3,332-47.6% |
| Admin fee / account holder | $4,557 | $4,512+1.0% | $5,608-18.7% | $4,645-1.9% |