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 | $44,172 | $73,933-40.3% | $96,683-54.3% | $75,163-41.2% |
| Participation rate | 69.6% | 66.4%+3.2pp | 74.3%-4.7pp | 67.2%+2.5pp |
| Annual return | 19.77% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,653 | $2,928-43.5% | $3,737-55.8% | $2,670-38.1% |
| Participant deferral / active EE | $3,931 | $3,659+7.4% | $4,878-19.4% | $4,125-4.7% |
| Admin fee / account holder | $5,062 | $5,216-3.0% | $6,730-24.8% | $5,651-10.4% |