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 | $81,585 | $66,310+23.0% | $93,606-12.8% | $65,185+25.2% |
| Participation rate | 67.3% | 74.0%-6.7pp | 75.8%-8.6pp | 70.2%-2.9pp |
| Annual return | 19.46% | 42.58%-23.1pp | 32.76%-13.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $1,482 | $2,012-26.4% | $2,718-45.5% | $2,177-31.9% |
| Participant deferral / active EE | $3,148 | $3,342-5.8% | $4,069-22.6% | $3,514-10.4% |
| Admin fee / account holder | $1,054 | $6,897-84.7% | $7,888-86.6% | $847+24.4% |