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 | $83,974 | $89,753-6.4% | $107,525-21.9% | $84,808-1.0% |
| Participation rate | 63.5% | 68.1%-4.5pp | 75.1%-11.6pp | 68.3%-4.8pp |
| Annual return | 17.02% | 29.48%-12.5pp | 181.32%-164.3pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,374 | $3,113-23.7% | $3,754-36.7% | $2,631-9.8% |
| Participant deferral / active EE | $3,808 | $4,056-6.1% | $5,116-25.6% | $4,212-9.6% |
| Admin fee / account holder | $7,165 | $7,222-0.8% | $8,919-19.7% | $7,344-2.4% |