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 | $67,704 | $60,892+11.2% | $82,389-17.8% | $84,808-20.2% |
| Participation rate | 56.4% | 63.3%-6.9pp | 69.5%-13.2pp | 68.3%-11.9pp |
| Annual return | 15.39% | 37.29%-21.9pp | 28.67%-13.3pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,809 | $1,779+57.9% | $2,517+11.6% | $2,631+6.8% |
| Participant deferral / active EE | $6,017 | $3,179+89.3% | $4,155+44.8% | $4,212+42.9% |
| Admin fee / account holder | $8,941 | $5,467+63.5% | $7,231+23.7% | $7,344+21.7% |